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GeoWealth Management, LLC: STAG position timeline

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

GeoWealth Management, LLC held 10,269 STAG 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 10,269 shares
    Change vs previous 13F -1,424 shares

    0.01% of the 13F portfolio, value $390,829.

    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 11,693 shares
    Change vs previous 13F -200 shares

    0.02% of the 13F portfolio, value $421,650.

    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 11,893 shares
    Change vs previous 13F -994 shares

    0.02% of the 13F portfolio, value $437,187.

    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 12,887 shares
    Change vs previous 13F +492 shares

    0.02% of the 13F portfolio, value $454,782.

    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 12,395 shares
    Change vs previous 13F +6,054 shares

    0.02% of the 13F portfolio, value $449,690.

    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 6,341 shares
    Change vs previous 13F -7,028 shares

    0.01% of the 13F portfolio, value $229,033.

    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 13,369 shares
    Change vs previous 13F +8,021 shares

    0.01% of the 13F portfolio, value $452,154.

    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 5,348 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $209,055.

    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).