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Disclosery

4WEALTH ADVISORS, INC.: GDX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 4WEALTH ADVISORS, INC. on GDX, newest first. How the timeline and the estimate are built.

4WEALTH ADVISORS, INC. held 11,756 GDX shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 11,756 shares
    Change vs previous 13F -1,494 shares

    0.72% of the 13F portfolio, value $1,047,185.

    13F-HR 0001941040-26-000721 filed by 4WEALTH ADVISORS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 13,250 shares
    Change vs previous 13F +1,927 shares

    0.77% of the 13F portfolio, value $1,002,751.

    13F-HR 0001941040-26-000425 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 11,323 shares
    Change vs previous 13F -1,002 shares

    0.83% of the 13F portfolio, value $971,390.

    13F-HR 0001941040-26-000269 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 12,325 shares
    Change vs previous 13F -890 shares

    0.92% of the 13F portfolio, value $1,057,105.

    13F-HR 0001941040-26-000036 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 13,215 shares
    Change vs previous 13F -2,168 shares

    0.93% of the 13F portfolio, value $1,009,636.

    13F-HR 0001941040-25-000575 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 15,383 shares
    Change vs previous 13F -4,718 shares

    0.83% of the 13F portfolio, value $800,846.

    13F-HR 0001941040-25-000412 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 20,101 shares
    Change vs previous 13F -768 shares

    1.02% of the 13F portfolio, value $924,049.

    13F-HR 0001941040-25-000258 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 20,869 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $707,672.

    13F-HR 0001941040-25-000166 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).