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GeoWealth Management, LLC: SPMD position timeline

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

GeoWealth Management, LLC held 87,462 SPMD 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 87,462 shares
    Change vs previous 13F -3,764 shares

    0.19% of the 13F portfolio, value $5,908,995.

    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 91,226 shares
    Change vs previous 13F -965 shares

    0.19% of the 13F portfolio, value $5,402,404.

    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 92,191 shares
    Change vs previous 13F +9,340 shares

    0.2% of the 13F portfolio, value $5,338,768.

    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 82,851 shares
    Change vs previous 13F +7,672 shares

    0.17% of the 13F portfolio, value $4,738,223.

    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 75,179 shares
    Change vs previous 13F +60,671 shares

    0.16% of the 13F portfolio, value $4,088,236.

    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 14,508 shares
    Change vs previous 13F -42,992 shares

    0.03% of the 13F portfolio, value $742,531.

    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 57,500 shares
    Change vs previous 13F -3,575 shares

    0.1% of the 13F portfolio, value $3,144,771.

    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 61,075 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,339,545.

    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).