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GeoWealth Management, LLC: SPIB position timeline

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

GeoWealth Management, LLC held 170,527 SPIB 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 170,527 shares
    Change vs previous 13F +35,331 shares

    0.18% of the 13F portfolio, value $5,705,762.

    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 135,196 shares
    Change vs previous 13F +59,570 shares

    0.16% of the 13F portfolio, value $4,534,476.

    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 75,626 shares
    Change vs previous 13F +37,876 shares

    0.09% of the 13F portfolio, value $2,556,900.

    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 37,750 shares
    Change vs previous 13F +24,379 shares

    0.05% of the 13F portfolio, value $1,279,399.

    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 13,371 shares
    Change vs previous 13F +175 shares

    0.02% of the 13F portfolio, value $448,999.

    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 13,196 shares
    Change vs previous 13F -70,892 shares

    0.02% of the 13F portfolio, value $438,625.

    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 84,088 shares
    Change vs previous 13F +80,652 shares

    0.09% of the 13F portfolio, value $2,754,724.

    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 3,436 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $115,848.

    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).