GeoWealth Management, LLC: SPAB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GeoWealth Management, LLC on SPAB, newest first. How the timeline and the estimate are built.
GeoWealth Management, LLC held 0 SPAB shares at 2025-09-30 per its 13F-HR filed 2025-11-13.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -72,402 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 72,402 sharesChange vs previous 13F +11,565 shares
0.07% of the 13F portfolio, value $1,853,490.
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 60,837 sharesChange vs previous 13F -5,578 shares
0.06% of the 13F portfolio, value $1,553,772.
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 66,415 sharesChange vs previous 13F -62,603 shares
0.05% of the 13F portfolio, value $1,659,714.
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 129,018 sharesChange vs previous 13F not available
0.12% of the 13F portfolio, value $3,372,544.
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).