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Disclosery

GeoWealth Management, LLC: PBE position timeline

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

GeoWealth Management, LLC held 1,784 PBE 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 1,784 shares
    Change vs previous 13F -93 shares

    0.01% of the 13F portfolio, value $159,955.

    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 1,877 shares
    Change vs previous 13F -133 shares

    0.01% of the 13F portfolio, value $148,696.

    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 2,010 shares
    Change vs previous 13F -611 shares

    0.01% of the 13F portfolio, value $165,077.

    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 2,621 shares
    Change vs previous 13F -211 shares

    0.01% of the 13F portfolio, value $183,123.

    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 2,832 shares
    Change vs previous 13F -160 shares

    0.01% of the 13F portfolio, value $181,549.

    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 2,992 shares
    Change vs previous 13F -7,254 shares

    0.01% of the 13F portfolio, value $189,846.

    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 10,246 shares
    Change vs previous 13F -2,320 shares

    0.02% of the 13F portfolio, value $681,671.

    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 12,566 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $877,395.

    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).