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GeoWealth Management, LLC: SBAC position timeline

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

GeoWealth Management, LLC held 3,075 SBAC 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 3,075 shares
    Change vs previous 13F -384 shares

    0.02% of the 13F portfolio, value $542,639.

    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 3,459 shares
    Change vs previous 13F -594 shares

    0.02% of the 13F portfolio, value $595,352.

    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 4,053 shares
    Change vs previous 13F +470 shares

    0.03% of the 13F portfolio, value $783,971.

    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 3,583 shares
    Change vs previous 13F +1,407 shares

    0.03% of the 13F portfolio, value $692,773.

    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 2,176 shares
    Change vs previous 13F +848 shares

    0.02% of the 13F portfolio, value $511,012.

    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 1,328 shares
    Change vs previous 13F +80 shares

    0.01% of the 13F portfolio, value $292,173.

    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 1,248 shares
    Change vs previous 13F +424 shares

    0.01% of the 13F portfolio, value $254,343.

    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 824 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $198,337.

    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).