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GeoWealth Management, LLC: SPY position timeline

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

GeoWealth Management, LLC held 22,102 SPY 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 22,102 shares
    Change vs previous 13F +161 shares

    0.52% of the 13F portfolio, value $16,505,326.

    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 21,941 shares
    Change vs previous 13F -1,272 shares

    0.51% of the 13F portfolio, value $14,269,221.

    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 23,213 shares
    Change vs previous 13F -1,525 shares

    0.58% of the 13F portfolio, value $15,828,812.

    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 24,738 shares
    Change vs previous 13F +12,694 shares

    0.6% of the 13F portfolio, value $16,480,387.

    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 12,044 shares
    Change vs previous 13F +1,257 shares

    0.29% of the 13F portfolio, value $7,441,349.

    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 10,787 shares
    Change vs previous 13F -28,133 shares

    0.24% of the 13F portfolio, value $6,034,941.

    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 38,920 shares
    Change vs previous 13F +454 shares

    0.75% of the 13F portfolio, value $22,810,203.

    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 38,466 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $22,070,807.

    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).