Skip to content
Disclosery

GeoWealth Management, LLC: SPTS position timeline

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

GeoWealth Management, LLC held 26,544 SPTS 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 26,544 shares
    Change vs previous 13F +9,967 shares

    0.02% of the 13F portfolio, value $770,044.

    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 16,577 shares
    Change vs previous 13F -11,589 shares

    0.02% of the 13F portfolio, value $483,711.

    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 28,166 shares
    Change vs previous 13F -7,650 shares

    0.03% of the 13F portfolio, value $824,716.

    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 35,816 shares
    Change vs previous 13F -1,151 shares

    0.04% of the 13F portfolio, value $1,050,113.

    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 36,967 shares
    Change vs previous 13F -1,307 shares

    0.04% of the 13F portfolio, value $1,082,768.

    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 38,274 shares
    Change vs previous 13F -756 shares

    0.04% of the 13F portfolio, value $1,119,153.

    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 39,030 shares
    Change vs previous 13F -21,264 shares

    0.04% of the 13F portfolio, value $1,132,243.

    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 60,294 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,773,255.

    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).