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GeoWealth Management, LLC: SPYM position timeline

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

GeoWealth Management, LLC held 52,571 SPYM 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 52,571 shares
    Change vs previous 13F -20,574 shares

    0.15% of the 13F portfolio, value $4,619,912.

    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 73,145 shares
    Change vs previous 13F +10,256 shares

    0.2% of the 13F portfolio, value $5,598,479.

    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 62,889 shares
    Change vs previous 13F +10,803 shares

    0.19% of the 13F portfolio, value $5,044,971.

    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 52,086 shares
    Change vs previous 13F -13,681 shares

    0.15% of the 13F portfolio, value $4,080,416.

    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 65,767 shares
    Change vs previous 13F +3,202 shares

    0.19% of the 13F portfolio, value $4,780,564.

    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 62,565 shares
    Change vs previous 13F +23,545 shares

    0.17% of the 13F portfolio, value $4,114,311.

    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 39,020 shares
    Change vs previous 13F -6,270 shares

    0.09% of the 13F portfolio, value $2,690,088.

    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 45,290 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,057,559.

    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).