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Emergent Wealth Advisors, LLC: GLD position timeline

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

Emergent Wealth Advisors, LLC held 6,826 GLD shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,826 shares
    Change vs previous 13F -2,645 shares

    1.36% of the 13F portfolio, value $2,599,702.

    13F-HR 0001754960-26-000827 filed by Emergent Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 9,471 shares
    Change vs previous 13F -34 shares

    1.75% of the 13F portfolio, value $3,373,624.

    13F-HR 0001754960-26-000491 filed by Emergent Wealth 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 ended2026-03-31
    13F 9,505 shares
    Change vs previous 13F +201 shares

    2.42% of the 13F portfolio, value $4,089,905.

    13F-HR 0001754960-26-000207 filed by Emergent Wealth 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 ended2025-12-31
    13F 9,304 shares
    Change vs previous 13F -389 shares

    2.07% of the 13F portfolio, value $3,687,267.

    13F-HR 0001754960-26-000055 filed by Emergent Wealth 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 ended2025-09-30
    13F 9,693 shares
    Change vs previous 13F -22 shares

    1.99% of the 13F portfolio, value $3,434,550.

    13F-HR 0001754960-25-000736 filed by Emergent Wealth 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 ended2025-06-30
    13F 9,715 shares
    Change vs previous 13F +409 shares

    1.89% of the 13F portfolio, value $2,960,508.

    13F-HR 0001754960-25-000735 filed by Emergent Wealth 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 ended2025-03-31
    13F 9,306 shares
    Change vs previous 13F -78 shares

    1.94% of the 13F portfolio, value $2,681,432.

    13F-HR 0001754960-25-000734 filed by Emergent Wealth 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 ended2024-12-31
    13F 9,384 shares
    Change vs previous 13F not available

    1.65% of the 13F portfolio, value $2,272,149.

    13F-HR 0001754960-25-000733 filed by Emergent Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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