Skip to content
Disclosery

GeoWealth Management, LLC: WMT position timeline

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

GeoWealth Management, LLC held 18,428 WMT 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 18,428 shares
    Change vs previous 13F -24,403 shares

    0.07% of the 13F portfolio, value $2,087,032.

    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 42,831 shares
    Change vs previous 13F -3,681 shares

    0.19% of the 13F portfolio, value $5,323,104.

    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 46,512 shares
    Change vs previous 13F -2,535 shares

    0.19% of the 13F portfolio, value $5,181,862.

    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 49,047 shares
    Change vs previous 13F +4,526 shares

    0.18% of the 13F portfolio, value $5,054,902.

    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 44,521 shares
    Change vs previous 13F -6,002 shares

    0.17% of the 13F portfolio, value $4,353,258.

    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 50,523 shares
    Change vs previous 13F -19,608 shares

    0.18% of the 13F portfolio, value $4,435,430.

    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 70,131 shares
    Change vs previous 13F -419 shares

    0.21% of the 13F portfolio, value $6,336,329.

    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 70,550 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $5,696,893.

    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).