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Disclosery

FINANCIAL LIFE ADVISORS: GLDM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FINANCIAL LIFE ADVISORS on GLDM, newest first. How the timeline and the estimate are built.

FINANCIAL LIFE ADVISORS held 43,332 GLDM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,332 shares
    Change vs previous 13F -22,528 shares

    0.98% of the 13F portfolio, value $3,441,427.

    13F-HR 0001730813-26-000004 filed by FINANCIAL LIFE ADVISORS
    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 65,860 shares
    Change vs previous 13F -10,797 shares

    1.9% of the 13F portfolio, value $6,104,563.

    13F-HR 0001730813-26-000003 filed by FINANCIAL LIFE ADVISORS
    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 76,657 shares
    Change vs previous 13F +363 shares

    2.02% of the 13F portfolio, value $6,544,208.

    13F-HR 0001730813-26-000002 filed by FINANCIAL LIFE ADVISORS
    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 76,294 shares
    Change vs previous 13F +3,513 shares

    1.87% of the 13F portfolio, value $5,832,676.

    13F-HR 0001730813-25-000006 filed by FINANCIAL LIFE ADVISORS
    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 72,781 shares
    Change vs previous 13F +16,497 shares

    1.63% of the 13F portfolio, value $4,768,611.

    13F-HR 0001730813-25-000005 filed by FINANCIAL LIFE ADVISORS
    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 56,284 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $3,483,417.

    13F-HR 0001730813-25-000004 filed by FINANCIAL LIFE ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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