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GeoWealth Management, LLC: SMFG position timeline

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

GeoWealth Management, LLC held 30,744 SMFG 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 30,744 shares
    Change vs previous 13F +11,480 shares

    0.02% of the 13F portfolio, value $724,942.

    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 19,264 shares
    Change vs previous 13F +5,185 shares

    0.01% of the 13F portfolio, value $380,466.

    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 14,079 shares
    Change vs previous 13F +4,737 shares

    0.01% of the 13F portfolio, value $272,147.

    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 9,342 shares
    Change vs previous 13F +325 shares

    0.01% of the 13F portfolio, value $156,383.

    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 9,017 shares
    Change vs previous 13F +4,319 shares

    0.01% of the 13F portfolio, value $136,247.

    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 4,698 shares
    Change vs previous 13F -2,064 shares

    <0.01% of the 13F portfolio, value $72,631.

    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 6,762 shares
    Change vs previous 13F -1,940 shares

    <0.01% of the 13F portfolio, value $97,981.

    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 8,702 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $109,906.

    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).