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Disclosery

GeoWealth Management, LLC: SLV position timeline

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

GeoWealth Management, LLC held 159 SLV 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 159 shares
    Change vs previous 13F -23 shares

    <0.01% of the 13F portfolio, value $8,497.

    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 182 shares
    Change vs previous 13F -325 shares

    <0.01% of the 13F portfolio, value $12,395.

    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 507 shares
    Change vs previous 13F -187 shares

    <0.01% of the 13F portfolio, value $32,661.

    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 694 shares
    Change vs previous 13F -253 shares

    <0.01% of the 13F portfolio, value $29,405.

    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 947 shares
    Change vs previous 13F -284 shares

    <0.01% of the 13F portfolio, value $31,071.

    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 1,231 shares
    Change vs previous 13F -6,263 shares

    <0.01% of the 13F portfolio, value $38,149.

    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 7,494 shares
    Change vs previous 13F -1,124 shares

    0.01% of the 13F portfolio, value $197,318.

    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 8,618 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $244,836.

    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).