BigSur Wealth Management LLC: GLD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BigSur Wealth Management LLC on GLD, newest first. How the timeline and the estimate are built.
BigSur Wealth Management LLC held 16,038 GLD shares at 2026-06-30 per its 13F-HR filed 2026-07-14.
the latest 13F is the newest step
- period ended2026-06-3013F 16,038 sharesChange vs previous 13F +1,700 shares
1.42% of the 13F portfolio, value $5,908,078.
13F-HR 0001398344-26-012137 filed by BigSur Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 14,338 sharesChange vs previous 13F +545 shares
1.73% of the 13F portfolio, value $6,169,498.
13F-HR 0001398344-26-006828 filed by BigSur Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 13,793 sharesChange vs previous 13F -722 shares
1.33% of the 13F portfolio, value $5,466,304.
13F-HR 0001398344-26-001298 filed by BigSur Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 14,515 sharesChange vs previous 13F +1,400 shares
1.26% of the 13F portfolio, value $5,159,647.
13F-HR 0001398344-25-019122 filed by BigSur Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 13,115 sharesChange vs previous 13F -3,800 shares
1.01% of the 13F portfolio, value $3,997,845.
13F-HR 0001398344-25-013158 filed by BigSur Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 16,915 sharesChange vs previous 13F 0 shares
1.32% of the 13F portfolio, value $4,873,888.
13F-HR 0001398344-25-007207 filed by BigSur Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 16,915 sharesChange vs previous 13F -3,400 shares
1.17% of the 13F portfolio, value $4,095,629.
13F-HR 0001398344-25-000735 filed by BigSur Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 20,315 sharesChange vs previous 13F not available
1.36% of the 13F portfolio, value $4,937,764.
13F-HR 0001398344-24-018923 filed by BigSur Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).