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Evernest Financial Advisors, LLC: GLDM position timeline

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

Evernest Financial Advisors, LLC held 274,270 GLDM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 274,270 shares
    Change vs previous 13F -5,454 shares

    4.56% of the 13F portfolio, value $21,782,528.

    13F-HR 0002009530-26-000006 filed by Evernest Financial 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 279,724 shares
    Change vs previous 13F -39,707 shares

    5.38% of the 13F portfolio, value $25,910,840.

    13F-HR 0002009530-26-000005 filed by Evernest Financial 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 319,431 shares
    Change vs previous 13F -39,284 shares

    6.73% of the 13F portfolio, value $32,128,376.

    13F-HR 0002009530-26-000001 filed by Evernest Financial 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 358,715 shares
    Change vs previous 13F -38,227 shares

    7.68% of the 13F portfolio, value $27,423,766.

    13F-HR 0002009530-25-000008 filed by Evernest Financial 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 396,942 shares
    Change vs previous 13F +25,575 shares

    8.42% of the 13F portfolio, value $26,007,644.

    13F-HR 0001929986-25-000007 filed by Evernest Financial 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 371,367 shares
    Change vs previous 13F +27,975 shares

    8.25% of the 13F portfolio, value $22,983,907.

    13F-HR 0002009530-25-000002 filed by Evernest Financial 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 343,392 shares
    Change vs previous 13F +45,703 shares

    4.63% of the 13F portfolio, value $17,852,953.

    13F-HR 0002009530-25-000001 filed by Evernest Financial 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 297,689 shares
    Change vs previous 13F not available

    4.18% of the 13F portfolio, value $15,518,523.

    13F-HR 0002009530-24-000009 filed by Evernest Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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