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GeoWealth Management, LLC: SPTM position timeline

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

GeoWealth Management, LLC held 17,132 SPTM 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 17,132 shares
    Change vs previous 13F -1,530 shares

    0.05% of the 13F portfolio, value $1,555,331.

    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 18,662 shares
    Change vs previous 13F +705 shares

    0.05% of the 13F portfolio, value $1,475,344.

    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 17,957 shares
    Change vs previous 13F -2,447 shares

    0.05% of the 13F portfolio, value $1,481,377.

    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 20,404 shares
    Change vs previous 13F -1,092 shares

    0.06% of the 13F portfolio, value $1,645,507.

    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 21,496 shares
    Change vs previous 13F -1,682 shares

    0.06% of the 13F portfolio, value $1,609,820.

    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 23,178 shares
    Change vs previous 13F -668 shares

    0.06% of the 13F portfolio, value $1,576,354.

    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 23,846 shares
    Change vs previous 13F +1,072 shares

    0.06% of the 13F portfolio, value $1,703,339.

    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 22,774 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,595,568.

    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).