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GeoWealth Management, LLC: SSO position timeline

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

GeoWealth Management, LLC held 26,459 SSO 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 26,459 shares
    Change vs previous 13F -941 shares

    0.06% of the 13F portfolio, value $1,782,829.

    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 27,400 shares
    Change vs previous 13F -828 shares

    0.05% of the 13F portfolio, value $1,421,490.

    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 28,228 shares
    Change vs previous 13F +14,330 shares

    0.06% of the 13F portfolio, value $1,634,983.

    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 13,898 shares
    Change vs previous 13F -374 shares

    0.06% of the 13F portfolio, value $1,558,428.

    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 14,272 shares
    Change vs previous 13F -964 shares

    0.05% of the 13F portfolio, value $1,394,624.

    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 15,236 shares
    Change vs previous 13F +59 shares

    0.05% of the 13F portfolio, value $1,261,247.

    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 15,177 shares
    Change vs previous 13F -7,720 shares

    0.05% of the 13F portfolio, value $1,404,037.

    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 22,897 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,064,596.

    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).