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Disclosery

GeoWealth Management, LLC: SUI position timeline

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

GeoWealth Management, LLC held 6,663 SUI 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 6,663 shares
    Change vs previous 13F +1,180 shares

    0.03% of the 13F portfolio, value $799,004.

    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 5,483 shares
    Change vs previous 13F -621 shares

    0.02% of the 13F portfolio, value $690,684.

    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 6,104 shares
    Change vs previous 13F +746 shares

    0.03% of the 13F portfolio, value $756,347.

    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 5,358 shares
    Change vs previous 13F -2,276 shares

    0.03% of the 13F portfolio, value $691,182.

    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 7,634 shares
    Change vs previous 13F +943 shares

    0.04% of the 13F portfolio, value $965,625.

    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 6,691 shares
    Change vs previous 13F +512 shares

    0.03% of the 13F portfolio, value $860,730.

    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 6,179 shares
    Change vs previous 13F +3,294 shares

    0.02% of the 13F portfolio, value $759,833.

    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 2,885 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $389,907.

    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).