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Koa Wealth Management, LLC: GDX position timeline

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

Koa Wealth Management, LLC held 23,628 GDX shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,628 shares
    Change vs previous 13F +1,054 shares

    1.21% of the 13F portfolio, value $1,782,718.

    13F-HR 0001172661-26-002703 filed by Koa Wealth Management, 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 22,574 shares
    Change vs previous 13F -3,869 shares

    1.5% of the 13F portfolio, value $2,071,598.

    13F-HR 0001172661-26-001567 filed by Koa Wealth Management, 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 26,443 shares
    Change vs previous 13F -3,207 shares

    1.56% of the 13F portfolio, value $2,268,000.

    13F-HR 0001172661-26-000393 filed by Koa Wealth Management, 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 29,650 shares
    Change vs previous 13F -3,357 shares

    1.68% of the 13F portfolio, value $2,265,245.

    13F-HR 0001172661-25-004446 filed by Koa Wealth Management, 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 33,007 shares
    Change vs previous 13F -6,853 shares

    1.36% of the 13F portfolio, value $1,718,334.

    13F-HR 0001172661-25-002749 filed by Koa Wealth Management, 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 39,860 shares
    Change vs previous 13F -7,119 shares

    1.48% of the 13F portfolio, value $1,832,355.

    13F-HR 0001172661-25-001663 filed by Koa Wealth Management, 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 46,979 shares
    Change vs previous 13F +10,072 shares

    1.3% of the 13F portfolio, value $1,593,051.

    13F-HR 0001172661-25-000327 filed by Koa Wealth Management, 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 36,907 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $1,469,637.

    13F-HR 0001172661-24-004482 filed by Koa Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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