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Disclosery

LWM Advisory Services, LLC: GLDM position timeline

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

LWM Advisory Services, LLC held 5,166 GLDM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,166 shares
    Change vs previous 13F -40,327 shares

    0.73% of the 13F portfolio, value $410,274.

    13F-HR 0001420506-26-001367 filed by LWM Advisory Services, 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 45,493 shares
    Change vs previous 13F -112,088 shares

    4.5% of the 13F portfolio, value $4,216,724.

    13F-HR 0001420506-26-000765 filed by LWM Advisory Services, 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 157,581 shares
    Change vs previous 13F -3,914 shares

    7.88% of the 13F portfolio, value $13,452,672.

    13F-HR 0001420506-26-000307 filed by LWM Advisory Services, 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 161,495 shares
    Change vs previous 13F -97,735 shares

    7.2% of the 13F portfolio, value $12,346,288.

    13F-HR 0001420506-25-003490 filed by LWM Advisory Services, 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 259,230 shares
    Change vs previous 13F +97,516 shares

    11.71% of the 13F portfolio, value $16,984,725.

    13F-HR 0001420506-25-002140 filed by LWM Advisory Services, 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 161,714 shares
    Change vs previous 13F +24,608 shares

    6.95% of the 13F portfolio, value $10,008,456.

    13F-HR 0001420506-25-001019 filed by LWM Advisory Services, 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 137,106 shares
    Change vs previous 13F +115,755 shares

    4.96% of the 13F portfolio, value $7,128,156.

    13F-HR 0001420506-25-000111 filed by LWM Advisory Services, 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 21,351 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $968,448.

    13F-HR 0001420506-24-002370 filed by LWM Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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