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Disclosery

Keudell/Morrison Wealth Management: GLDM position timeline

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

Keudell/Morrison Wealth Management held 10,779 GLDM shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,779 shares
    Change vs previous 13F +65 shares

    0.16% of the 13F portfolio, value $856,028.

    13F-HR 0002085853-26-000737 filed by Keudell/Morrison Wealth Management
    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 10,714 shares
    Change vs previous 13F +272 shares

    0.2% of the 13F portfolio, value $993,034.

    13F-HR 0002085853-26-000412 filed by Keudell/Morrison Wealth Management
    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 10,442 shares
    Change vs previous 13F -44,731 shares

    0.19% of the 13F portfolio, value $891,391.

    13F-HR 0002085853-26-000218 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 55,173 shares
    Change vs previous 13F -203,079 shares

    0.8% of the 13F portfolio, value $3,614,902.

    13F-HR 0001667731-25-000921 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 258,252 shares
    Change vs previous 13F +18,305 shares

    3.77% of the 13F portfolio, value $15,983,185.

    13F-HR 0001667731-25-000495 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 239,947 shares
    Change vs previous 13F -1,651 shares

    3.25% of the 13F portfolio, value $12,474,819.

    13F-HR 0001667731-25-000109 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 241,598 shares
    Change vs previous 13F not available

    3.42% of the 13F portfolio, value $12,594,478.

    13F-HR 0001785498-24-000004 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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