GeoWealth Management, LLC: SLB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GeoWealth Management, LLC on SLB, newest first. How the timeline and the estimate are built.
GeoWealth Management, LLC held 6,037 SLB shares at 2026-06-30 per its 13F-HR filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F 6,037 sharesChange vs previous 13F -39 shares
0.01% of the 13F portfolio, value $280,660.
13F-HR 0001593387-26-000006 filed by GeoWealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,076 sharesChange vs previous 13F -488 shares
0.01% of the 13F portfolio, value $312,246.
13F-HR 0001593387-26-000004 filed by GeoWealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,564 sharesChange vs previous 13F +512 shares
0.01% of the 13F portfolio, value $251,927.
13F-HR 0001593387-26-000002 filed by GeoWealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,052 sharesChange vs previous 13F -362 shares
0.01% of the 13F portfolio, value $208,008.
13F-HR 0001593387-25-000007 filed by GeoWealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,414 sharesChange vs previous 13F +2,909 shares
0.01% of the 13F portfolio, value $216,799.
13F-HR 0001593387-25-000006 filed by GeoWealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,505 sharesChange vs previous 13F -5,496 shares
0.01% of the 13F portfolio, value $146,514.
13F-HR 0001593387-25-000004 filed by GeoWealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 9,001 sharesChange vs previous 13F +4,641 shares
0.01% of the 13F portfolio, value $345,103.
13F-HR 0001593387-25-000002 filed by GeoWealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,360 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $182,909.
13F-HR 0001593387-24-000007 filed by GeoWealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).