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Disclosery

GeoWealth Management, LLC: WIT position timeline

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

GeoWealth Management, LLC held 39,580 WIT 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 39,580 shares
    Change vs previous 13F +1,492 shares

    <0.01% of the 13F portfolio, value $89,055.

    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 38,088 shares
    Change vs previous 13F -4,503 shares

    <0.01% of the 13F portfolio, value $80,746.

    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 42,591 shares
    Change vs previous 13F +8,161 shares

    <0.01% of the 13F portfolio, value $120,959.

    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 34,430 shares
    Change vs previous 13F -3,175 shares

    <0.01% of the 13F portfolio, value $90,551.

    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 37,605 shares
    Change vs previous 13F +6,029 shares

    <0.01% of the 13F portfolio, value $113,567.

    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 31,576 shares
    Change vs previous 13F -12,340 shares

    <0.01% of the 13F portfolio, value $96,622.

    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 43,916 shares
    Change vs previous 13F +38,403 shares

    0.01% of the 13F portfolio, value $155,463.

    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 5,513 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $35,723.

    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).