GeoWealth Management, LLC
Position in CLSM — ETC Cabana Target Leading Sector Moderate ETF
CIK 1593387
CHICAGO, IL
All Filings in CLSM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 CLSM | $3,333,153 | 143,454 | Shares | Other | 2026-05-13 | |
| 2025-12-31 CLSM | $8,458,872 | 364,026 | Shares | Other | 2026-02-17 | |
| 2025-09-30 CLSM | $15,632,717 | 678,798 | Shares | Other | 2025-11-13 | |
| 2025-06-30 CLSM | $32,381,667 | 1,497,072 | Shares | Other | 2025-08-13 | |
| 2025-03-31 CLSM | $41,674,462 | 1,997,817 | Shares | Other | 2025-05-09 | |
| 2024-12-31 CLSM | $43,165,306 | 2,123,232 | Shares | Other | 2025-02-13 | |
| 2024-09-30 CLSM | $43,964,766 | 2,062,621 | Shares | Other | 2024-11-12 | |
| 2024-06-30 CLSM | $47,226,042 | 2,262,217 | Shares | Other | 2024-08-12 | |
| 2024-03-31 CLSM | $51,587,081 | 2,516,443 | Shares | Other | 2024-05-15 | |
| 2023-12-31 CLSM | $19,746,331 | 969,050 | Shares | Other | 2024-02-13 | |
| 2023-09-30 CLSM | $20,124,763 | 1,024,161 | Shares | Other | 2023-11-13 | |
| 2023-06-30 CLSM | $27,130,279 | 1,337,785 | Shares | Other | 2023-08-10 | |
| 2023-03-31 CLSM | $6,210,834 | 308,230 | Shares | Other | 2023-05-12 | |
| 2022-12-31 CLSM | $3,824,367 | 189,842 | Shares | Other | 2023-02-13 | |
| 2022-09-30 CLSM | $3,985,460 | 189,387 | Shares | Other | 2022-11-14 | |
| 2022-06-30 CLSM | $6,391,506 | 299,944 | Shares | Other | 2022-08-12 | |
| 2022-03-31 CLSM | $6,484,697 | 273,270 | Shares | Other | 2022-05-13 | |
| 2021-12-31 CLSM | $8,013,342 | 296,023 | Shares | Other | 2022-02-14 | |
| 2021-09-30 CLSM | $27,192,648 | 1,104,584 | Shares | Other | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||