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GeoWealth Management, LLC: PEP position timeline

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

GeoWealth Management, LLC held 26,123 PEP 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 26,123 shares
    Change vs previous 13F -3,777 shares

    0.11% of the 13F portfolio, value $3,537,145.

    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 29,900 shares
    Change vs previous 13F +189 shares

    0.17% of the 13F portfolio, value $4,643,097.

    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 29,711 shares
    Change vs previous 13F +2,305 shares

    0.16% of the 13F portfolio, value $4,264,014.

    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 27,406 shares
    Change vs previous 13F +7,088 shares

    0.14% of the 13F portfolio, value $3,848,868.

    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 20,318 shares
    Change vs previous 13F +1,375 shares

    0.1% of the 13F portfolio, value $2,682,875.

    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 18,943 shares
    Change vs previous 13F -1,975 shares

    0.11% of the 13F portfolio, value $2,840,301.

    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 20,918 shares
    Change vs previous 13F +3,526 shares

    0.1% of the 13F portfolio, value $3,180,796.

    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 17,392 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,957,518.

    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).