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Disclosery

GeoWealth Management, LLC: PAVE position timeline

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

GeoWealth Management, LLC held 4,188 PAVE 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 4,188 shares
    Change vs previous 13F -156 shares

    0.01% of the 13F portfolio, value $246,766.

    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 4,344 shares
    Change vs previous 13F +223 shares

    0.01% of the 13F portfolio, value $220,742.

    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 4,121 shares
    Change vs previous 13F -3,277 shares

    0.01% of the 13F portfolio, value $196,941.

    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 7,398 shares
    Change vs previous 13F -14,037 shares

    0.01% of the 13F portfolio, value $352,358.

    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 21,435 shares
    Change vs previous 13F +5,923 shares

    0.04% of the 13F portfolio, value $934,162.

    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 15,512 shares
    Change vs previous 13F -4,602 shares

    0.02% of the 13F portfolio, value $585,310.

    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 20,114 shares
    Change vs previous 13F -2,570 shares

    0.03% of the 13F portfolio, value $812,832.

    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 22,684 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $933,704.

    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).