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Disclosery

Compass Wealth Management, LLC/GA: GLDM position timeline

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

Compass Wealth Management, LLC/GA held 77,151 GLDM shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,151 shares
    Change vs previous 13F +4,914 shares

    2.44% of the 13F portfolio, value $6,127,332.

    13F-HR 0001172661-26-002724 filed by Compass Wealth Management, LLC/GA
    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 72,237 shares
    Change vs previous 13F +6,215 shares

    2.86% of the 13F portfolio, value $6,695,648.

    13F-HR 0001172661-26-002021 filed by Compass Wealth Management, LLC/GA
    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 66,022 shares
    Change vs previous 13F +4,243 shares

    2.32% of the 13F portfolio, value $5,636,298.

    13F-HR 0001172661-26-000972 filed by Compass Wealth Management, LLC/GA
    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 61,779 shares
    Change vs previous 13F +2,814 shares

    2.09% of the 13F portfolio, value $4,723,005.

    13F-HR 0001172661-25-004768 filed by Compass Wealth Management, LLC/GA
    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 58,965 shares
    Change vs previous 13F not available

    2.07% of the 13F portfolio, value $3,863,387.

    13F-HR 0001172661-25-003425 filed by Compass Wealth Management, LLC/GA
    Filed (acceptance time not in the bulk data set), ingested

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