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Disclosery

Avid Wealth Partners LLC: GLDM position timeline

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

Avid Wealth Partners LLC held 164,747 GLDM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 164,747 shares
    Change vs previous 13F +10,423 shares

    6.33% of the 13F portfolio, value $13,084,206.

    13F-HR 0001992344-26-000007 filed by Avid 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 154,324 shares
    Change vs previous 13F -1,832 shares

    6.76% of the 13F portfolio, value $14,304,291.

    13F-HR 0001992344-26-000005 filed by Avid 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 156,156 shares
    Change vs previous 13F -9,722 shares

    6.51% of the 13F portfolio, value $13,331,038.

    13F-HR 0001992344-26-000003 filed by Avid 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 165,878 shares
    Change vs previous 13F +9,357 shares

    6.3% of the 13F portfolio, value $12,681,373.

    13F-HR 0001992344-25-000009 filed by Avid 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 156,521 shares
    Change vs previous 13F +500 shares

    5.87% of the 13F portfolio, value $10,255,256.

    13F-HR 0001992344-25-000005 filed by Avid 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 156,021 shares
    Change vs previous 13F +49 shares

    6.55% of the 13F portfolio, value $9,656,140.

    13F-HR 0001992344-25-000003 filed by Avid 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 155,972 shares
    Change vs previous 13F -9,159 shares

    5.76% of the 13F portfolio, value $8,108,984.

    13F-HR 0001992344-25-000002 filed by Avid 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 165,131 shares
    Change vs previous 13F not available

    6.09% of the 13F portfolio, value $8,608,279.

    13F-HR 0001992344-24-000006 filed by Avid Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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