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NEW WAVE WEALTH ADVISORS LLC: GLD position timeline

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

NEW WAVE WEALTH ADVISORS LLC held 3,404 GLD shares at 2026-06-30 per its 13F-HR/A filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 3,404 shares
    Change vs previous 13F +350 shares

    0.34% of the 13F portfolio, value $1,253,966.

    13F-HR/A 0002035324-26-000004 filed by NEW WAVE WEALTH ADVISORS 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 3,054 shares
    Change vs previous 13F -3,482 shares

    0.46% of the 13F portfolio, value $1,314,106.

    13F-HR 0002035324-26-000002 filed by NEW WAVE WEALTH ADVISORS 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 6,536 shares
    Change vs previous 13F +1,625 shares

    0.95% of the 13F portfolio, value $2,590,282.

    13F-HR 0002035324-26-000001 filed by NEW WAVE WEALTH ADVISORS 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/A 4,911 shares
    Change vs previous 13F +1,205 shares

    0.68% of the 13F portfolio, value $1,745,713.

    13F-HR/A 0002035324-25-000011 filed by NEW WAVE WEALTH ADVISORS 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 3,706 shares
    Change vs previous 13F -3,729 shares

    0.48% of the 13F portfolio, value $1,129,700.

    13F-HR 0002035324-25-000005 filed by NEW WAVE WEALTH ADVISORS 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 7,435 shares
    Change vs previous 13F +2,296 shares

    0.96% of the 13F portfolio, value $2,142,321.

    13F-HR 0002035324-25-000004 filed by NEW WAVE WEALTH ADVISORS 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 5,139 shares
    Change vs previous 13F -3,147 shares

    0.51% of the 13F portfolio, value $1,244,306.

    13F-HR 0002035324-25-000001 filed by NEW WAVE WEALTH ADVISORS 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 8,286 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $2,013,995.

    13F-HR 0002035324-24-000004 filed by NEW WAVE WEALTH ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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