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GeoWealth Management, LLC: XLV position timeline

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

GeoWealth Management, LLC held 25,150 XLV 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 25,150 shares
    Change vs previous 13F -5,267 shares

    0.13% of the 13F portfolio, value $3,990,502.

    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 30,417 shares
    Change vs previous 13F +1,235 shares

    0.16% of the 13F portfolio, value $4,459,477.

    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 29,182 shares
    Change vs previous 13F +823 shares

    0.17% of the 13F portfolio, value $4,517,262.

    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 28,359 shares
    Change vs previous 13F -1,693 shares

    0.14% of the 13F portfolio, value $3,946,607.

    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 30,052 shares
    Change vs previous 13F -3,439 shares

    0.16% of the 13F portfolio, value $4,050,731.

    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 33,491 shares
    Change vs previous 13F +1,907 shares

    0.2% of the 13F portfolio, value $4,889,972.

    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 31,584 shares
    Change vs previous 13F +7,436 shares

    0.14% of the 13F portfolio, value $4,345,029.

    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 24,148 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,719,284.

    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).