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Disclosery

GeoWealth Management, LLC: PNC position timeline

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

GeoWealth Management, LLC held 2,967 PNC 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 2,967 shares
    Change vs previous 13F -288 shares

    0.02% of the 13F portfolio, value $730,455.

    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 3,255 shares
    Change vs previous 13F -162 shares

    0.02% of the 13F portfolio, value $677,475.

    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 3,417 shares
    Change vs previous 13F -515 shares

    0.03% of the 13F portfolio, value $713,199.

    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 3,932 shares
    Change vs previous 13F +232 shares

    0.03% of the 13F portfolio, value $789,945.

    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 3,700 shares
    Change vs previous 13F -1,448 shares

    0.03% of the 13F portfolio, value $689,754.

    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 5,148 shares
    Change vs previous 13F -360 shares

    0.04% of the 13F portfolio, value $904,865.

    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 5,508 shares
    Change vs previous 13F +755 shares

    0.03% of the 13F portfolio, value $1,062,217.

    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 4,753 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $878,592.

    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).