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Disclosery

GeoWealth Management, LLC: SGOV position timeline

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

GeoWealth Management, LLC held 6,821 SGOV 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 6,821 shares
    Change vs previous 13F -593 shares

    0.02% of the 13F portfolio, value $686,398.

    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 7,414 shares
    Change vs previous 13F +4,985 shares

    0.03% of the 13F portfolio, value $746,146.

    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 2,429 shares
    Change vs previous 13F -55 shares

    0.01% of the 13F portfolio, value $243,735.

    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 2,484 shares
    Change vs previous 13F -25 shares

    0.01% of the 13F portfolio, value $250,094.

    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 2,509 shares
    Change vs previous 13F +1,269 shares

    0.01% of the 13F portfolio, value $252,660.

    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 1,240 shares
    Change vs previous 13F -23,390 shares

    0.01% of the 13F portfolio, value $124,857.

    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 24,630 shares
    Change vs previous 13F +23,247 shares

    0.08% of the 13F portfolio, value $2,470,896.

    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 1,383 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $139,249.

    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).