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Disclosery

GeoWealth Management, LLC: XLP position timeline

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

GeoWealth Management, LLC held 8,218 XLP 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 8,218 shares
    Change vs previous 13F -18,362 shares

    0.02% of the 13F portfolio, value $682,802.

    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 26,580 shares
    Change vs previous 13F -1,156 shares

    0.08% of the 13F portfolio, value $2,178,996.

    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 27,736 shares
    Change vs previous 13F +173 shares

    0.08% of the 13F portfolio, value $2,154,551.

    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 27,563 shares
    Change vs previous 13F +67 shares

    0.08% of the 13F portfolio, value $2,160,157.

    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 27,496 shares
    Change vs previous 13F +5,786 shares

    0.09% of the 13F portfolio, value $2,226,379.

    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 21,710 shares
    Change vs previous 13F -4,477 shares

    0.07% of the 13F portfolio, value $1,772,983.

    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 26,187 shares
    Change vs previous 13F +6,326 shares

    0.07% of the 13F portfolio, value $2,058,594.

    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 19,861 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,648,464.

    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).