GeoWealth Management, LLC: SMIZ position timeline

GeoWealth Management, LLC held 377,337 SMIZ 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 377,337 shares

   Change vs previous 13F +81,832 shares

   0.53% of the 13F portfolio, value $16,836,823.

   13F-HR 0001593387-26-000006 filed by GeoWealth Management, LLC
   Filed 2026-07-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 295,505 shares

   Change vs previous 13F +163,068 shares

   0.39% of the 13F portfolio, value $10,954,407.

   13F-HR 0001593387-26-000004 filed by GeoWealth Management, LLC
   Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 132,437 shares

   Change vs previous 13F +83,372 shares

   0.18% of the 13F portfolio, value $4,898,884.

   13F-HR 0001593387-26-000002 filed by GeoWealth Management, LLC
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 49,065 shares

   Change vs previous 13F +32,369 shares

   0.07% of the 13F portfolio, value $1,832,579.

   13F-HR 0001593387-25-000007 filed by GeoWealth Management, LLC
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 16,696 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $565,827.

   13F-HR 0001593387-25-000006 filed by GeoWealth Management, LLC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).