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GeoWealth Management, LLC: PHG position timeline

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

GeoWealth Management, LLC held 56,349 PHG 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 56,349 shares
    Change vs previous 13F +8,569 shares

    0.05% of the 13F portfolio, value $1,532,129.

    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 47,780 shares
    Change vs previous 13F +12,303 shares

    0.05% of the 13F portfolio, value $1,309,172.

    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 35,477 shares
    Change vs previous 13F +8,121 shares

    0.04% of the 13F portfolio, value $960,717.

    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 27,356 shares
    Change vs previous 13F -34 shares

    0.03% of the 13F portfolio, value $745,725.

    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 27,390 shares
    Change vs previous 13F +6,648 shares

    0.03% of the 13F portfolio, value $656,813.

    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 20,742 shares
    Change vs previous 13F +1,487 shares

    0.02% of the 13F portfolio, value $526,846.

    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 19,255 shares
    Change vs previous 13F +825 shares

    0.02% of the 13F portfolio, value $487,536.

    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 18,430 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $603,030.

    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).