Skip to content
Disclosery

Gradient Capital Advisors, LLC: GLDM position timeline

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

Gradient Capital Advisors, LLC held 25,547 GLDM shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,547 shares
    Change vs previous 13F -336 shares

    0.47% of the 13F portfolio, value $2,028,943.

    13F-HR 0001727917-26-000006 filed by Gradient Capital 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 25,883 shares
    Change vs previous 13F -1,935 shares

    0.62% of the 13F portfolio, value $2,399,095.

    13F-HR 0001727917-26-000004 filed by Gradient Capital 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 27,818 shares
    Change vs previous 13F -2,402 shares

    0.61% of the 13F portfolio, value $2,374,823.

    13F-HR 0001727917-26-000002 filed by Gradient Capital 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 30,220 shares
    Change vs previous 13F +217 shares

    0.62% of the 13F portfolio, value $2,310,319.

    13F-HR 0001727917-25-000011 filed by Gradient Capital 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 30,003 shares
    Change vs previous 13F -1,768 shares

    0.58% of the 13F portfolio, value $1,965,797.

    13F-HR 0001727917-25-000009 filed by Gradient Capital 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 31,771 shares
    Change vs previous 13F +69 shares

    0.64% of the 13F portfolio, value $1,966,307.

    13F-HR 0001727917-25-000005 filed by Gradient Capital 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 31,702 shares
    Change vs previous 13F -1,257 shares

    0.53% of the 13F portfolio, value $1,648,187.

    13F-HR 0001727917-25-000002 filed by Gradient Capital 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 32,959 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $1,718,153.

    13F-HR 0001727917-24-000010 filed by Gradient Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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