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GeoWealth Management, LLC: OHI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GeoWealth Management, LLC on OHI, newest first. How the timeline and the estimate are built.

GeoWealth Management, LLC held 17,507 OHI shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,507 shares
    Change vs previous 13F -1,126 shares

    0.03% of the 13F portfolio, value $834,673.

    13F-HR 0001593387-26-000006 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 18,633 shares
    Change vs previous 13F -1,467 shares

    0.03% of the 13F portfolio, value $816,478.

    13F-HR 0001593387-26-000004 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 20,100 shares
    Change vs previous 13F +1,250 shares

    0.03% of the 13F portfolio, value $891,239.

    13F-HR 0001593387-26-000002 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 18,850 shares
    Change vs previous 13F +239 shares

    0.03% of the 13F portfolio, value $795,839.

    13F-HR 0001593387-25-000007 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 18,611 shares
    Change vs previous 13F +3,101 shares

    0.03% of the 13F portfolio, value $682,093.

    13F-HR 0001593387-25-000006 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 15,510 shares
    Change vs previous 13F +281 shares

    0.02% of the 13F portfolio, value $590,621.

    13F-HR 0001593387-25-000004 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 15,229 shares
    Change vs previous 13F +6,051 shares

    0.02% of the 13F portfolio, value $576,418.

    13F-HR 0001593387-25-000002 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 9,178 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $373,545.

    13F-HR 0001593387-24-000007 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).