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GeoWealth Management, LLC: USXF position timeline

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

GeoWealth Management, LLC held 60,270 USXF 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 60,270 shares
    Change vs previous 13F +9,668 shares

    0.13% of the 13F portfolio, value $4,185,757.

    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 50,602 shares
    Change vs previous 13F +896 shares

    0.1% of the 13F portfolio, value $2,793,255.

    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 49,706 shares
    Change vs previous 13F +4,137 shares

    0.11% of the 13F portfolio, value $2,862,070.

    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 45,569 shares
    Change vs previous 13F -7,592 shares

    0.1% of the 13F portfolio, value $2,611,561.

    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 53,161 shares
    Change vs previous 13F +6,660 shares

    0.11% of the 13F portfolio, value $2,866,973.

    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 46,501 shares
    Change vs previous 13F +28,172 shares

    0.09% of the 13F portfolio, value $2,170,203.

    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 18,329 shares
    Change vs previous 13F +17,375 shares

    0.03% of the 13F portfolio, value $911,316.

    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 954 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $46,818.

    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).