Skip to content
Disclosery

GeoWealth Management, LLC: UMC position timeline

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

GeoWealth Management, LLC held 17,912 UMC 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 17,912 shares
    Change vs previous 13F -2,414 shares

    0.02% of the 13F portfolio, value $487,386.

    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 20,326 shares
    Change vs previous 13F +6,548 shares

    0.01% of the 13F portfolio, value $182,526.

    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 13,778 shares
    Change vs previous 13F -1,932 shares

    <0.01% of the 13F portfolio, value $108,294.

    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 15,710 shares
    Change vs previous 13F +1,459 shares

    <0.01% of the 13F portfolio, value $119,082.

    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 14,251 shares
    Change vs previous 13F -3,473 shares

    <0.01% of the 13F portfolio, value $109,021.

    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 17,724 shares
    Change vs previous 13F +4,206 shares

    0.01% of the 13F portfolio, value $126,726.

    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 13,518 shares
    Change vs previous 13F +9,498 shares

    <0.01% of the 13F portfolio, value $87,731.

    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 4,020 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $33,848.

    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).