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Accretive Wealth Partners, LLC: GLDM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Accretive Wealth Partners, LLC on GLDM, newest first. How the timeline and the estimate are built.

Accretive Wealth Partners, LLC held 140,951 GLDM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 140,951 shares
    Change vs previous 13F +11,120 shares

    2.72% of the 13F portfolio, value $11,194,328.

    13F-HR 0001765380-26-000236 filed by Accretive Wealth Partners, 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 129,831 shares
    Change vs previous 13F +1,341 shares

    3.4% of the 13F portfolio, value $12,034,035.

    13F-HR 0001765380-26-000122 filed by Accretive Wealth Partners, 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 128,490 shares
    Change vs previous 13F -1,931 shares

    3.26% of the 13F portfolio, value $10,969,191.

    13F-HR 0001765380-26-000045 filed by Accretive Wealth Partners, 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 130,421 shares
    Change vs previous 13F +3,468 shares

    3.04% of the 13F portfolio, value $9,970,685.

    13F-HR 0001765380-25-000441 filed by Accretive Wealth Partners, 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 126,953 shares
    Change vs previous 13F +2,301 shares

    2.73% of the 13F portfolio, value $8,317,961.

    13F-HR 0001765380-25-000269 filed by Accretive Wealth Partners, 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 124,652 shares
    Change vs previous 13F +18,373 shares

    2.99% of the 13F portfolio, value $8,452,652.

    13F-HR 0001765380-25-000175 filed by Accretive Wealth Partners, 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 106,279 shares
    Change vs previous 13F -2,173 shares

    2.35% of the 13F portfolio, value $5,525,445.

    13F-HR 0001765380-25-000023 filed by Accretive Wealth Partners, 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 108,452 shares
    Change vs previous 13F not available

    2.36% of the 13F portfolio, value $5,653,603.

    13F-HR 0001765380-24-000417 filed by Accretive Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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