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GeoWealth Management, LLC: SPEM position timeline

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

GeoWealth Management, LLC held 780,430 SPEM 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 780,430 shares
    Change vs previous 13F +38,720 shares

    1.27% of the 13F portfolio, value $40,410,568.

    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 741,710 shares
    Change vs previous 13F +11,235 shares

    1.25% of the 13F portfolio, value $34,793,553.

    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 730,475 shares
    Change vs previous 13F +15,523 shares

    1.26% of the 13F portfolio, value $34,193,461.

    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 714,952 shares
    Change vs previous 13F -42,334 shares

    1.22% of the 13F portfolio, value $33,466,881.

    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 757,286 shares
    Change vs previous 13F -7,935 shares

    1.26% of the 13F portfolio, value $32,366,413.

    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 765,221 shares
    Change vs previous 13F -204,407 shares

    1.21% of the 13F portfolio, value $30,126,824.

    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 969,628 shares
    Change vs previous 13F -112,472 shares

    1.22% of the 13F portfolio, value $37,204,637.

    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 1,082,100 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $44,668,979.

    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).