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FIDELIS CAPITAL PARTNERS, LLC: GLD position timeline

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

FIDELIS CAPITAL PARTNERS, LLC held 55,979 GLD shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,979 shares
    Change vs previous 13F -208 shares

    1.19% of the 13F portfolio, value $20,621,544.

    13F-HR 0001962755-26-000003 filed by FIDELIS CAPITAL PARTNERS, 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 56,187 shares
    Change vs previous 13F +5,217 shares

    1.72% of the 13F portfolio, value $24,176,704.

    13F-HR 0001962755-26-000002 filed by FIDELIS CAPITAL PARTNERS, 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 50,970 shares
    Change vs previous 13F -1,186 shares

    1.47% of the 13F portfolio, value $20,199,921.

    13F-HR 0001962755-26-000001 filed by FIDELIS CAPITAL PARTNERS, 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 52,156 shares
    Change vs previous 13F +898 shares

    1.45% of the 13F portfolio, value $18,539,893.

    13F-HR 0001962755-25-000002 filed by FIDELIS CAPITAL PARTNERS, 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 51,258 shares
    Change vs previous 13F +229 shares

    1.45% of the 13F portfolio, value $15,915,609.

    13F-HR 0001855205-25-000036 filed by FIDELIS CAPITAL PARTNERS, 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 51,029 shares
    Change vs previous 13F +8,923 shares

    1.65% of the 13F portfolio, value $15,550,067.

    13F-HR 0001085146-25-002502 filed by FIDELIS CAPITAL PARTNERS, 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 42,106 shares
    Change vs previous 13F +3,468 shares

    1.09% of the 13F portfolio, value $10,945,034.

    13F-HR 0001085146-25-000839 filed by FIDELIS CAPITAL PARTNERS, 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 38,638 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $9,693,115.

    13F-HR 0001085146-24-005161 filed by FIDELIS CAPITAL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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