Skip to content
Disclosery

Meredith Wealth Planning: GLDM position timeline

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

Meredith Wealth Planning held 4,197 GLDM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,197 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $333,326.

    13F-HR 0001956471-26-000003 filed by Meredith Wealth Planning
    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 4,197 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $389,020.

    13F-HR 0001956471-26-000002 filed by Meredith Wealth Planning
    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 4,197 shares
    Change vs previous 13F +152 shares

    0.11% of the 13F portfolio, value $358,298.

    13F-HR 0001956471-26-000001 filed by Meredith Wealth Planning
    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 4,045 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $309,240.

    13F-HR 0001956471-25-000007 filed by Meredith Wealth Planning
    Filed (acceptance time not in the bulk data set), ingested

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