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GeoWealth Management, LLC: SPDW position timeline

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

GeoWealth Management, LLC held 2,291,106 SPDW 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 2,291,106 shares
    Change vs previous 13F +65,914 shares

    3.63% of the 13F portfolio, value $115,448,696.

    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 2,225,192 shares
    Change vs previous 13F -6,678 shares

    3.66% of the 13F portfolio, value $101,579,852.

    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 2,231,870 shares
    Change vs previous 13F +84,193 shares

    3.65% of the 13F portfolio, value $99,117,234.

    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 2,147,677 shares
    Change vs previous 13F -123,618 shares

    3.35% of the 13F portfolio, value $91,898,993.

    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 2,271,295 shares
    Change vs previous 13F -66,602 shares

    3.59% of the 13F portfolio, value $91,964,616.

    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 2,337,897 shares
    Change vs previous 13F -91,127 shares

    3.42% of the 13F portfolio, value $85,122,861.

    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 2,429,024 shares
    Change vs previous 13F -195,079 shares

    2.71% of the 13F portfolio, value $82,902,628.

    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 2,624,103 shares
    Change vs previous 13F not available

    3.48% of the 13F portfolio, value $98,561,301.

    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).