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Jessup Wealth Management, Inc: GLD position timeline

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

Jessup Wealth Management, Inc held 662 GLD shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 662 shares
    Change vs previous 13F -19 shares

    0.07% of the 13F portfolio, value $243,868.

    13F-HR 0001963536-26-000005 filed by Jessup Wealth Management, Inc
    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 681 shares
    Change vs previous 13F -356 shares

    0.11% of the 13F portfolio, value $293,027.

    13F-HR 0001963536-26-000003 filed by Jessup Wealth Management, Inc
    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 1,037 shares
    Change vs previous 13F -9 shares

    0.14% of the 13F portfolio, value $410,973.

    13F-HR 0001963536-26-000001 filed by Jessup Wealth Management, Inc
    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 1,046 shares
    Change vs previous 13F -180 shares

    0.14% of the 13F portfolio, value $371,822.

    13F-HR 0001963536-25-000002 filed by Jessup Wealth Management, Inc
    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 1,226 shares
    Change vs previous 13F -41 shares

    0.15% of the 13F portfolio, value $373,722.

    13F-HR 0001085146-25-004502 filed by Jessup Wealth Management, Inc
    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 1,267 shares
    Change vs previous 13F -6 shares

    0.15% of the 13F portfolio, value $365,073.

    13F-HR 0001085146-25-002478 filed by Jessup Wealth Management, Inc
    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 1,273 shares
    Change vs previous 13F -100 shares

    0.13% of the 13F portfolio, value $308,231.

    13F-HR 0001085146-25-000673 filed by Jessup Wealth Management, Inc
    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 1,373 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $333,721.

    13F-HR 0001085146-24-004740 filed by Jessup Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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