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Disclosery

GeoWealth Management, LLC: SR position timeline

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

GeoWealth Management, LLC held 4,176 SR 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 4,176 shares
    Change vs previous 13F -2,172 shares

    0.01% of the 13F portfolio, value $326,104.

    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 6,348 shares
    Change vs previous 13F +32 shares

    0.02% of the 13F portfolio, value $574,748.

    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 6,316 shares
    Change vs previous 13F -347 shares

    0.02% of the 13F portfolio, value $522,333.

    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 6,663 shares
    Change vs previous 13F +768 shares

    0.02% of the 13F portfolio, value $543,168.

    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 5,895 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $430,276.

    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).