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Disclosery

GeoWealth Management, LLC: XLSR position timeline

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

GeoWealth Management, LLC held 54,395 XLSR 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 54,395 shares
    Change vs previous 13F -1,264 shares

    0.11% of the 13F portfolio, value $3,528,027.

    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 55,659 shares
    Change vs previous 13F +1,308 shares

    0.12% of the 13F portfolio, value $3,213,807.

    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 54,351 shares
    Change vs previous 13F -1,797 shares

    0.12% of the 13F portfolio, value $3,386,601.

    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 56,148 shares
    Change vs previous 13F -2,581 shares

    0.12% of the 13F portfolio, value $3,346,980.

    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 58,729 shares
    Change vs previous 13F -132 shares

    0.13% of the 13F portfolio, value $3,225,399.

    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 58,861 shares
    Change vs previous 13F -217,774 shares

    0.12% of the 13F portfolio, value $2,988,340.

    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 276,635 shares
    Change vs previous 13F -13,976 shares

    0.48% of the 13F portfolio, value $14,783,331.

    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 290,611 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $15,063,835.

    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).