GeoWealth Management, LLC: PAMC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GeoWealth Management, LLC on PAMC, newest first. How the timeline and the estimate are built.
GeoWealth Management, LLC held 17,674 PAMC shares at 2026-06-30 per its 13F-HR filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F 17,674 sharesChange vs previous 13F +103 shares
0.03% of the 13F portfolio, value $979,738.
13F-HR 0001593387-26-000006 filed by GeoWealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 17,571 sharesChange vs previous 13F -112 shares
0.03% of the 13F portfolio, value $840,954.
13F-HR 0001593387-26-000004 filed by GeoWealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 17,683 sharesChange vs previous 13F -2,647 shares
0.03% of the 13F portfolio, value $824,003.
13F-HR 0001593387-26-000002 filed by GeoWealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 20,330 sharesChange vs previous 13F -1,478 shares
0.03% of the 13F portfolio, value $955,846.
13F-HR 0001593387-25-000007 filed by GeoWealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 21,808 sharesChange vs previous 13F +1,199 shares
0.04% of the 13F portfolio, value $955,573.
13F-HR 0001593387-25-000006 filed by GeoWealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 20,609 sharesChange vs previous 13F +3,060 shares
0.04% of the 13F portfolio, value $873,632.
13F-HR 0001593387-25-000004 filed by GeoWealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 17,549 sharesChange vs previous 13F -530 shares
0.03% of the 13F portfolio, value $814,379.
13F-HR 0001593387-25-000002 filed by GeoWealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 18,079 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $835,611.
13F-HR 0001593387-24-000007 filed by GeoWealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).