Skip to content
Disclosery

GeoWealth Management, LLC: OMFL position timeline

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

GeoWealth Management, LLC held 3,211 OMFL 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 3,211 shares
    Change vs previous 13F +1,347 shares

    0.01% of the 13F portfolio, value $220,065.

    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 1,864 shares
    Change vs previous 13F +359 shares

    <0.01% of the 13F portfolio, value $112,071.

    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 1,505 shares
    Change vs previous 13F -5,239 shares

    <0.01% of the 13F portfolio, value $92,030.

    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 6,744 shares
    Change vs previous 13F -35 shares

    0.01% of the 13F portfolio, value $406,382.

    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 6,779 shares
    Change vs previous 13F -380 shares

    0.02% of the 13F portfolio, value $391,709.

    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 7,159 shares
    Change vs previous 13F -35,610 shares

    0.02% of the 13F portfolio, value $381,644.

    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 42,769 shares
    Change vs previous 13F -16,551 shares

    0.08% of the 13F portfolio, value $2,319,402.

    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 59,320 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,143,482.

    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).