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GeoWealth Management, LLC: QLD position timeline

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

GeoWealth Management, LLC held 22,665 QLD 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 22,665 shares
    Change vs previous 13F -808 shares

    0.07% of the 13F portfolio, value $2,193,067.

    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 23,473 shares
    Change vs previous 13F -710 shares

    0.05% of the 13F portfolio, value $1,431,862.

    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 24,183 shares
    Change vs previous 13F +12,263 shares

    0.06% of the 13F portfolio, value $1,702,704.

    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 11,920 shares
    Change vs previous 13F -336 shares

    0.06% of the 13F portfolio, value $1,635,434.

    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 12,256 shares
    Change vs previous 13F -2,314 shares

    0.06% of the 13F portfolio, value $1,442,621.

    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 14,570 shares
    Change vs previous 13F +30 shares

    0.05% of the 13F portfolio, value $1,294,939.

    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 14,540 shares
    Change vs previous 13F -559 shares

    0.05% of the 13F portfolio, value $1,573,757.

    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 15,099 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,520,443.

    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).