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GeoWealth Management, LLC: SPSB position timeline

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

GeoWealth Management, LLC held 31,903 SPSB 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 31,903 shares
    Change vs previous 13F -1,574 shares

    0.03% of the 13F portfolio, value $957,420.

    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 33,477 shares
    Change vs previous 13F -15,334 shares

    0.04% of the 13F portfolio, value $1,006,653.

    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 48,811 shares
    Change vs previous 13F -10,777 shares

    0.05% of the 13F portfolio, value $1,474,103.

    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 59,588 shares
    Change vs previous 13F +889 shares

    0.07% of the 13F portfolio, value $1,804,917.

    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 58,699 shares
    Change vs previous 13F -3,288 shares

    0.07% of the 13F portfolio, value $1,772,142.

    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 61,987 shares
    Change vs previous 13F -12,577 shares

    0.07% of the 13F portfolio, value $1,865,823.

    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 74,564 shares
    Change vs previous 13F -15,230 shares

    0.07% of the 13F portfolio, value $2,226,481.

    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 89,794 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,718,969.

    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).