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Disclosery

GeoWealth Management, LLC: SAN position timeline

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

GeoWealth Management, LLC held 21,857 SAN 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 21,857 shares
    Change vs previous 13F +494 shares

    0.01% of the 13F portfolio, value $301,627.

    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 21,363 shares
    Change vs previous 13F -1,047 shares

    0.01% of the 13F portfolio, value $240,975.

    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 22,410 shares
    Change vs previous 13F -884 shares

    0.01% of the 13F portfolio, value $262,869.

    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 23,294 shares
    Change vs previous 13F -438 shares

    0.01% of the 13F portfolio, value $244,121.

    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 23,732 shares
    Change vs previous 13F +4,066 shares

    0.01% of the 13F portfolio, value $196,976.

    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 19,666 shares
    Change vs previous 13F -3,901 shares

    0.01% of the 13F portfolio, value $131,762.

    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 23,567 shares
    Change vs previous 13F +10,615 shares

    <0.01% of the 13F portfolio, value $107,465.

    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 12,952 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $66,056.

    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).