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GeoWealth Management, LLC: TMO position timeline

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

GeoWealth Management, LLC held 7,251 TMO 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 7,251 shares
    Change vs previous 13F -1,411 shares

    0.11% of the 13F portfolio, value $3,635,643.

    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 8,662 shares
    Change vs previous 13F +1,052 shares

    0.15% of the 13F portfolio, value $4,258,281.

    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 7,610 shares
    Change vs previous 13F -222 shares

    0.16% of the 13F portfolio, value $4,409,513.

    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 7,832 shares
    Change vs previous 13F +1,567 shares

    0.14% of the 13F portfolio, value $3,798,333.

    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 6,265 shares
    Change vs previous 13F +672 shares

    0.1% of the 13F portfolio, value $2,540,228.

    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 5,593 shares
    Change vs previous 13F -636 shares

    0.11% of the 13F portfolio, value $2,783,089.

    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 6,229 shares
    Change vs previous 13F +485 shares

    0.11% of the 13F portfolio, value $3,240,513.

    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 5,744 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,553,064.

    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).