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GeoWealth Management, LLC: SPMO position timeline

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

GeoWealth Management, LLC held 23,845 SPMO 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 23,845 shares
    Change vs previous 13F +19,241 shares

    0.12% of the 13F portfolio, value $3,851,947.

    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 4,604 shares
    Change vs previous 13F -18,742 shares

    0.02% of the 13F portfolio, value $516,088.

    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 23,346 shares
    Change vs previous 13F -35,699 shares

    0.1% of the 13F portfolio, value $2,785,688.

    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 59,045 shares
    Change vs previous 13F +8,156 shares

    0.26% of the 13F portfolio, value $7,148,119.

    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 50,889 shares
    Change vs previous 13F +43,442 shares

    0.22% of the 13F portfolio, value $5,723,455.

    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 7,447 shares
    Change vs previous 13F -9,506 shares

    0.03% of the 13F portfolio, value $689,060.

    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 16,953 shares
    Change vs previous 13F +13,560 shares

    0.05% of the 13F portfolio, value $1,610,693.

    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 3,393 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $307,543.

    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).