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Disclosery

Momentum Wealth Planning, LLC: GLD position timeline

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

Momentum Wealth Planning, LLC held 1,850 GLD shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,850 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $681,503.

    13F-HR 0001765380-26-000284 filed by Momentum Wealth Planning, 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 1,850 shares
    Change vs previous 13F +50 shares

    0.72% of the 13F portfolio, value $796,037.

    13F-HR 0001765380-26-000179 filed by Momentum Wealth Planning, 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 1,800 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $713,358.

    13F-HR 0001765380-26-000044 filed by Momentum Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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