Skip to content
Disclosery

Burt Wealth Advisors: GLDM position timeline

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

Burt Wealth Advisors held 0 GLDM shares at 2025-09-30 per its 13F-HR filed 2025-11-05.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -538,098 shares

    13F-HR 0001705819-25-000078 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 538,098 shares
    Change vs previous 13F -5,627 shares

    8.06% of the 13F portfolio, value $35,256,181.

    13F-HR 0001705819-25-000043 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 543,725 shares
    Change vs previous 13F -5,467 shares

    8.43% of the 13F portfolio, value $33,651,140.

    13F-HR 0001705819-25-000026 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 549,192 shares
    Change vs previous 13F -5,303 shares

    7.25% of the 13F portfolio, value $28,552,492.

    13F-HR 0001705819-25-000020 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 554,495 shares
    Change vs previous 13F -2,265 shares

    7.11% of the 13F portfolio, value $28,905,824.

    13F-HR 0001705819-24-000063 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 556,760 shares
    Change vs previous 13F -39,504 shares

    6.76% of the 13F portfolio, value $25,661,068.

    13F-HR 0001705819-24-000038 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 596,264 shares
    Change vs previous 13F +37,391 shares

    6.66% of the 13F portfolio, value $26,265,429.

    13F-HR 0001705819-24-000024 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 558,873 shares
    Change vs previous 13F not available

    6.53% of the 13F portfolio, value $22,863,494.

    13F-HR 0001705819-24-000013 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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