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GeoWealth Management, LLC: TLT position timeline

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

GeoWealth Management, LLC held 36,501 TLT 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 36,501 shares
    Change vs previous 13F +14,832 shares

    0.1% of the 13F portfolio, value $3,154,732.

    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 21,669 shares
    Change vs previous 13F -28,292 shares

    0.07% of the 13F portfolio, value $1,878,667.

    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 49,961 shares
    Change vs previous 13F +2,815 shares

    0.16% of the 13F portfolio, value $4,354,683.

    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 47,146 shares
    Change vs previous 13F +8,633 shares

    0.15% of the 13F portfolio, value $4,213,523.

    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 38,513 shares
    Change vs previous 13F -5,053 shares

    0.13% of the 13F portfolio, value $3,398,840.

    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 43,566 shares
    Change vs previous 13F +33,984 shares

    0.16% of the 13F portfolio, value $3,965,904.

    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 9,582 shares
    Change vs previous 13F -34,457 shares

    0.03% of the 13F portfolio, value $836,852.

    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 44,039 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $4,320,150.

    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).