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Disclosery

GeoWealth Management, LLC: SW position timeline

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

GeoWealth Management, LLC held 23,937 SW 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 23,937 shares
    Change vs previous 13F +2,116 shares

    0.03% of the 13F portfolio, value $1,107,325.

    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 21,821 shares
    Change vs previous 13F +4,498 shares

    0.03% of the 13F portfolio, value $869,566.

    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 17,323 shares
    Change vs previous 13F +11,046 shares

    0.02% of the 13F portfolio, value $669,880.

    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 6,277 shares
    Change vs previous 13F -1 shares

    0.01% of the 13F portfolio, value $267,212.

    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 6,278 shares
    Change vs previous 13F +6,145 shares

    0.01% of the 13F portfolio, value $270,896.

    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 133 shares
    Change vs previous 13F -4,896 shares

    <0.01% of the 13F portfolio, value $5,994.

    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 5,029 shares
    Change vs previous 13F +2,136 shares

    0.01% of the 13F portfolio, value $270,862.

    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 2,893 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $142,972.

    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).