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GeoWealth Management, LLC: XLF position timeline

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

GeoWealth Management, LLC held 151,817 XLF 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 151,817 shares
    Change vs previous 13F +23,361 shares

    0.26% of the 13F portfolio, value $8,139,052.

    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 128,456 shares
    Change vs previous 13F -5,675 shares

    0.23% of the 13F portfolio, value $6,341,928.

    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 134,131 shares
    Change vs previous 13F -6,556 shares

    0.27% of the 13F portfolio, value $7,346,352.

    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 140,687 shares
    Change vs previous 13F +45,269 shares

    0.28% of the 13F portfolio, value $7,578,786.

    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 95,418 shares
    Change vs previous 13F -11,085 shares

    0.2% of the 13F portfolio, value $4,997,043.

    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 106,503 shares
    Change vs previous 13F -172 shares

    0.21% of the 13F portfolio, value $5,304,898.

    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 106,675 shares
    Change vs previous 13F +56,596 shares

    0.17% of the 13F portfolio, value $5,155,635.

    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 50,079 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,269,626.

    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).