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Disclosery

GeoWealth Management, LLC: PALC position timeline

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

GeoWealth Management, LLC held 17,592 PALC 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 17,592 shares
    Change vs previous 13F +10 shares

    0.03% of the 13F portfolio, value $1,051,101.

    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 17,582 shares
    Change vs previous 13F -363 shares

    0.03% of the 13F portfolio, value $910,886.

    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 17,945 shares
    Change vs previous 13F -9,802 shares

    0.03% of the 13F portfolio, value $937,432.

    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 27,747 shares
    Change vs previous 13F -2,156 shares

    0.05% of the 13F portfolio, value $1,436,427.

    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 29,903 shares
    Change vs previous 13F -445 shares

    0.06% of the 13F portfolio, value $1,477,201.

    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 30,348 shares
    Change vs previous 13F -16,939 shares

    0.06% of the 13F portfolio, value $1,455,152.

    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 47,287 shares
    Change vs previous 13F -1,280 shares

    0.08% of the 13F portfolio, value $2,328,181.

    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 48,567 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,406,024.

    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).