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Disclosery

GeoWealth Management, LLC: PH position timeline

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

GeoWealth Management, LLC held 1,101 PH 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 1,101 shares
    Change vs previous 13F -98 shares

    0.03% of the 13F portfolio, value $1,076,461.

    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 1,199 shares
    Change vs previous 13F -420 shares

    0.04% of the 13F portfolio, value $1,073,333.

    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 1,619 shares
    Change vs previous 13F -11 shares

    0.05% of the 13F portfolio, value $1,423,475.

    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 1,630 shares
    Change vs previous 13F -337 shares

    0.05% of the 13F portfolio, value $1,236,242.

    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 1,967 shares
    Change vs previous 13F +245 shares

    0.05% of the 13F portfolio, value $1,373,954.

    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 1,722 shares
    Change vs previous 13F -535 shares

    0.04% of the 13F portfolio, value $1,046,760.

    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 2,257 shares
    Change vs previous 13F -520 shares

    0.05% of the 13F portfolio, value $1,435,542.

    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 2,777 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,754,566.

    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).