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Disclosery

GeoWealth Management, LLC: SNY position timeline

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

GeoWealth Management, LLC held 17,564 SNY 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 17,564 shares
    Change vs previous 13F -19,425 shares

    0.02% of the 13F portfolio, value $749,281.

    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 36,989 shares
    Change vs previous 13F +4,885 shares

    0.06% of the 13F portfolio, value $1,782,130.

    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 32,104 shares
    Change vs previous 13F +1,773 shares

    0.06% of the 13F portfolio, value $1,555,759.

    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 30,331 shares
    Change vs previous 13F +9,172 shares

    0.05% of the 13F portfolio, value $1,431,623.

    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 21,159 shares
    Change vs previous 13F +2,704 shares

    0.04% of the 13F portfolio, value $1,022,193.

    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 18,455 shares
    Change vs previous 13F +3,199 shares

    0.04% of the 13F portfolio, value $1,023,515.

    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 15,256 shares
    Change vs previous 13F +5,500 shares

    0.02% of the 13F portfolio, value $735,798.

    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 9,756 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $562,238.

    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).