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GeoWealth Management, LLC: OMC position timeline

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

GeoWealth Management, LLC held 19,444 OMC 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 19,444 shares
    Change vs previous 13F +93 shares

    0.04% of the 13F portfolio, value $1,416,223.

    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 19,351 shares
    Change vs previous 13F +2,202 shares

    0.05% of the 13F portfolio, value $1,457,331.

    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 17,149 shares
    Change vs previous 13F +1,549 shares

    0.05% of the 13F portfolio, value $1,384,739.

    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 15,600 shares
    Change vs previous 13F +13,068 shares

    0.05% of the 13F portfolio, value $1,271,830.

    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 2,532 shares
    Change vs previous 13F +342 shares

    0.01% of the 13F portfolio, value $182,141.

    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 2,190 shares
    Change vs previous 13F -3,662 shares

    0.01% of the 13F portfolio, value $181,605.

    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 5,852 shares
    Change vs previous 13F +3,074 shares

    0.02% of the 13F portfolio, value $503,506.

    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 2,778 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $287,218.

    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).