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Disclosery

Caldwell Trust Co: GLDM position timeline

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

Caldwell Trust Co held 13,886 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 13,886 shares
    Change vs previous 13F +1,682 shares

    0.09% of the 13F portfolio, value $1,102,826.

    13F-HR 0001420506-26-001370 filed by Caldwell Trust Co
    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 12,204 shares
    Change vs previous 13F -859 shares

    0.1% of the 13F portfolio, value $1,131,189.

    13F-HR 0001420506-26-000706 filed by Caldwell Trust Co
    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 13,063 shares
    Change vs previous 13F -3,808 shares

    0.1% of the 13F portfolio, value $1,115,188.

    13F-HR 0001420506-26-000112 filed by Caldwell Trust Co
    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 16,871 shares
    Change vs previous 13F -10,180 shares

    0.12% of the 13F portfolio, value $1,289,788.

    13F-HR 0001420506-25-002900 filed by Caldwell Trust Co
    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 27,051 shares
    Change vs previous 13F +9,080 shares

    0.18% of the 13F portfolio, value $1,772,382.

    13F-HR 0001420506-25-002730 filed by Caldwell Trust Co
    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 17,971 shares
    Change vs previous 13F +2,917 shares

    0.12% of the 13F portfolio, value $1,112,225.

    13F-HR 0001420506-25-002738 filed by Caldwell Trust Co
    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 15,054 shares
    Change vs previous 13F +27 shares

    0.08% of the 13F portfolio, value $782,657.

    13F-HR 0001420506-25-002748 filed by Caldwell Trust Co
    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 15,027 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $783,358.

    13F-HR 0001420506-25-002749 filed by Caldwell Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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