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Disclosery

GeoWealth Management, LLC: REG position timeline

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

GeoWealth Management, LLC held 11,537 REG 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 11,537 shares
    Change vs previous 13F +44 shares

    0.03% of the 13F portfolio, value $919,960.

    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 11,493 shares
    Change vs previous 13F -462 shares

    0.03% of the 13F portfolio, value $869,561.

    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 11,955 shares
    Change vs previous 13F -650 shares

    0.03% of the 13F portfolio, value $825,254.

    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 12,605 shares
    Change vs previous 13F +198 shares

    0.03% of the 13F portfolio, value $918,905.

    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 12,407 shares
    Change vs previous 13F -1,740 shares

    0.03% of the 13F portfolio, value $883,751.

    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 14,147 shares
    Change vs previous 13F +269 shares

    0.04% of the 13F portfolio, value $1,043,483.

    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 13,878 shares
    Change vs previous 13F +2,564 shares

    0.03% of the 13F portfolio, value $1,026,001.

    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 11,314 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $817,211.

    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).