GeoWealth Management, LLC: SPLV position timeline

GeoWealth Management, LLC held 0 SPLV shares at 2025-09-30 per its 13F-HR filed 2025-11-13.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -679 shares

   13F-HR 0001593387-25-000007 filed by GeoWealth Management, LLC
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 679 shares

   Change vs previous 13F -150,262 shares

   <0.01% of the 13F portfolio, value $49,429.

   13F-HR 0001593387-25-000006 filed by GeoWealth Management, LLC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 150,941 shares

   Change vs previous 13F -1,579 shares

   0.45% of the 13F portfolio, value $11,278,298.

   13F-HR 0001593387-25-000004 filed by GeoWealth Management, LLC
   Filed 2025-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 152,520 shares

   Change vs previous 13F -44,826 shares

   0.35% of the 13F portfolio, value $10,676,351.

   13F-HR 0001593387-25-000002 filed by GeoWealth Management, LLC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 197,346 shares

   Change vs previous 13F not available

   0.5% of the 13F portfolio, value $14,155,600.

   13F-HR 0001593387-24-000007 filed by GeoWealth Management, LLC
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).