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Disclosery

Asset One Wealth Management LLC: GFI position timeline

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

Asset One Wealth Management LLC held 14,320 GFI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,320 shares
    Change vs previous 13F +72 shares

    0.05% of the 13F portfolio, value $472,417.

    13F-HR 0002110759-26-000003 filed by Asset One Wealth 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 14,248 shares
    Change vs previous 13F -1,834 shares

    0.07% of the 13F portfolio, value $649,281.

    13F-HR 0002110759-26-000002 filed by Asset One Wealth 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 16,082 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $803,296.

    13F-HR 0002110759-26-000001 filed by Asset One Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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