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Disclosery

GeoWealth Management, LLC: SHOP position timeline

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

GeoWealth Management, LLC held 3,126 SHOP 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 3,126 shares
    Change vs previous 13F -639 shares

    0.01% of the 13F portfolio, value $357,022.

    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 3,765 shares
    Change vs previous 13F -2,239 shares

    0.02% of the 13F portfolio, value $446,647.

    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 6,004 shares
    Change vs previous 13F +2,051 shares

    0.04% of the 13F portfolio, value $966,465.

    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 3,953 shares
    Change vs previous 13F +1,774 shares

    0.02% of the 13F portfolio, value $587,456.

    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 2,179 shares
    Change vs previous 13F +480 shares

    0.01% of the 13F portfolio, value $251,348.

    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 1,699 shares
    Change vs previous 13F -3,770 shares

    0.01% of the 13F portfolio, value $162,219.

    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 5,469 shares
    Change vs previous 13F -837 shares

    0.02% of the 13F portfolio, value $581,520.

    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 6,306 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $505,363.

    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).