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Compass Ion Advisors, LLC: GLDM position timeline

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

Compass Ion Advisors, LLC held 67,152 GLDM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 67,152 shares
    Change vs previous 13F +1,119 shares

    0.46% of the 13F portfolio, value $5,333,212.

    13F-HR 0001621100-26-000004 filed by Compass Ion Advisors, 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 66,033 shares
    Change vs previous 13F +5,498 shares

    0.58% of the 13F portfolio, value $6,120,599.

    13F-HR 0001621100-26-000002 filed by Compass Ion Advisors, 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 60,535 shares
    Change vs previous 13F +4,435 shares

    0.49% of the 13F portfolio, value $5,167,873.

    13F-HR 0001621100-26-000001 filed by Compass Ion Advisors, 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 56,100 shares
    Change vs previous 13F +5,224 shares

    0.41% of the 13F portfolio, value $4,288,845.

    13F-HR 0001621100-25-000003 filed by Compass Ion Advisors, 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 50,876 shares
    Change vs previous 13F +9,221 shares

    0.36% of the 13F portfolio, value $3,333,396.

    13F-HR 0001085146-25-003765 filed by Compass Ion Advisors, 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 41,655 shares
    Change vs previous 13F +8,562 shares

    0.3% of the 13F portfolio, value $2,578,028.

    13F-HR 0001085146-25-002213 filed by Compass Ion Advisors, LLC
    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 33,093 shares
    Change vs previous 13F +4,016 shares

    0.2% of the 13F portfolio, value $1,720,506.

    13F-HR 0001085146-25-000968 filed by Compass Ion Advisors, LLC
    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 29,077 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,515,785.

    13F-HR 0001085146-24-004999 filed by Compass Ion Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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