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GeoWealth Management, LLC: XMHQ position timeline

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

GeoWealth Management, LLC held 15,640 XMHQ 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 15,640 shares
    Change vs previous 13F +263 shares

    0.06% of the 13F portfolio, value $1,765,439.

    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 15,377 shares
    Change vs previous 13F +538 shares

    0.06% of the 13F portfolio, value $1,589,501.

    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 14,839 shares
    Change vs previous 13F -6,726 shares

    0.06% of the 13F portfolio, value $1,519,790.

    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 21,565 shares
    Change vs previous 13F -920 shares

    0.08% of the 13F portfolio, value $2,263,393.

    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 22,485 shares
    Change vs previous 13F -788 shares

    0.09% of the 13F portfolio, value $2,208,946.

    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 23,273 shares
    Change vs previous 13F -90,106 shares

    0.09% of the 13F portfolio, value $2,130,189.

    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 113,379 shares
    Change vs previous 13F -27,300 shares

    0.37% of the 13F portfolio, value $11,164,430.

    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 140,679 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $14,430,862.

    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).