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GeoWealth Management, LLC: PMBS position timeline

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

GeoWealth Management, LLC held 66,684 PMBS 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 66,684 shares
    Change vs previous 13F +7,319 shares

    0.1% of the 13F portfolio, value $3,292,873.

    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 59,365 shares
    Change vs previous 13F +11,143 shares

    0.11% of the 13F portfolio, value $2,944,504.

    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 48,222 shares
    Change vs previous 13F +13,630 shares

    0.09% of the 13F portfolio, value $2,396,375.

    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 34,592 shares
    Change vs previous 13F +14,700 shares

    0.06% of the 13F portfolio, value $1,717,721.

    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 19,892 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $975,702.

    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).