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BROWN WEALTH MANAGEMENT, LLC: GLTR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BROWN WEALTH MANAGEMENT, LLC on GLTR, newest first. How the timeline and the estimate are built.

BROWN WEALTH MANAGEMENT, LLC held 15,007 GLTR shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,007 shares
    Change vs previous 13F +442 shares

    0.61% of the 13F portfolio, value $2,718,518.

    13F-HR 0001104659-26-084985 filed by BROWN 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 14,565 shares
    Change vs previous 13F -13,198 shares

    0.82% of the 13F portfolio, value $3,185,657.

    13F-HR 0001104659-26-041337 filed by BROWN 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 27,763 shares
    Change vs previous 13F +1,142 shares

    1.5% of the 13F portfolio, value $5,708,073.

    13F-HR 0001104659-26-011332 filed by BROWN WEALTH MANAGEMENT, 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 26,621 shares
    Change vs previous 13F +608 shares

    1.24% of the 13F portfolio, value $4,404,444.

    13F-HR 0001104659-25-106232 filed by BROWN WEALTH MANAGEMENT, 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 26,013 shares
    Change vs previous 13F +4,004 shares

    1.12% of the 13F portfolio, value $3,593,696.

    13F-HR 0001104659-25-076161 filed by BROWN WEALTH MANAGEMENT, 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 22,009 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $2,849,505.

    13F-HR 0001104659-25-045390 filed by BROWN WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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