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GeoWealth Management, LLC: ZECP position timeline

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

GeoWealth Management, LLC held 968,590 ZECP 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 968,590 shares
    Change vs previous 13F +156,849 shares

    1.15% of the 13F portfolio, value $36,554,553.

    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 811,741 shares
    Change vs previous 13F +468,956 shares

    0.99% of the 13F portfolio, value $27,461,209.

    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 342,785 shares
    Change vs previous 13F +219,856 shares

    0.44% of the 13F portfolio, value $11,915,216.

    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 122,929 shares
    Change vs previous 13F +79,426 shares

    0.15% of the 13F portfolio, value $4,132,876.

    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 43,503 shares
    Change vs previous 13F +33,554 shares

    0.05% of the 13F portfolio, value $1,388,181.

    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 9,949 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $299,366.

    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).