GeoWealth Management, LLC: SEPW position timeline

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

GeoWealth Management, LLC held 0 SEPW shares at 2025-09-30 per its 13F-HR filed 2025-11-13.

the latest 13F is the newest step

period ended2025-09-30
13F 0 shares
Change vs previous 13F -78,197 shares
13F-HR 0001593387-25-000007 filed by GeoWealth Management, LLC
Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2025-06-30
13F 78,197 shares
Change vs previous 13F +15,293 shares
0.09% of the 13F portfolio, value $2,359,242.
13F-HR 0001593387-25-000006 filed by GeoWealth Management, LLC
Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 62,904 shares
Change vs previous 13F +9,445 shares
0.07% of the 13F portfolio, value $1,795,658.
13F-HR 0001593387-25-000004 filed by GeoWealth Management, LLC
Filed 2025-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 53,459 shares
Change vs previous 13F -9,458 shares
0.05% of the 13F portfolio, value $1,545,243.
13F-HR 0001593387-25-000002 filed by GeoWealth Management, LLC
Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 62,917 shares
Change vs previous 13F not available
0.06% of the 13F portfolio, value $1,794,865.
13F-HR 0001593387-24-000007 filed by GeoWealth Management, LLC
Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).