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GeoWealth Management, LLC: PM position timeline

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

GeoWealth Management, LLC held 22,292 PM 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 22,292 shares
    Change vs previous 13F -1,583 shares

    0.13% of the 13F portfolio, value $4,032,899.

    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 23,875 shares
    Change vs previous 13F +2,395 shares

    0.14% of the 13F portfolio, value $3,947,404.

    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 21,480 shares
    Change vs previous 13F +1,096 shares

    0.13% of the 13F portfolio, value $3,445,436.

    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 20,384 shares
    Change vs previous 13F +11,561 shares

    0.12% of the 13F portfolio, value $3,306,216.

    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 8,823 shares
    Change vs previous 13F +1,379 shares

    0.06% of the 13F portfolio, value $1,607,055.

    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 7,444 shares
    Change vs previous 13F -3,636 shares

    0.05% of the 13F portfolio, value $1,181,521.

    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 11,080 shares
    Change vs previous 13F +2,380 shares

    0.04% of the 13F portfolio, value $1,333,478.

    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 8,700 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,056,179.

    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).