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Collaborative Wealth Managment Inc.: GLDM position timeline

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

Collaborative Wealth Managment Inc. held 46,477 GLDM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,477 shares
    Change vs previous 13F +8,098 shares

    1.55% of the 13F portfolio, value $3,691,203.

    13F-HR 0001896419-26-000005 filed by Collaborative Wealth Managment Inc.
    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 38,379 shares
    Change vs previous 13F +5,981 shares

    1.64% of the 13F portfolio, value $3,557,350.

    13F-HR 0001896419-26-000003 filed by Collaborative Wealth Managment Inc.
    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 32,398 shares
    Change vs previous 13F +6,746 shares

    0.97% of the 13F portfolio, value $2,765,817.

    13F-HR 0001896419-26-000001 filed by Collaborative Wealth Managment Inc.
    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 25,652 shares
    Change vs previous 13F +9,650 shares

    0.79% of the 13F portfolio, value $1,961,095.

    13F-HR 0001896419-25-000007 filed by Collaborative Wealth Managment Inc.
    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 16,002 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,048,451.

    13F-HR 0001896419-25-000006 filed by Collaborative Wealth Managment Inc.
    Filed (acceptance time not in the bulk data set), ingested

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