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OLYMPUS WEALTH MANAGEMENT, LLC: GLD position timeline

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

OLYMPUS WEALTH MANAGEMENT, LLC held 15,439 GLD shares at 2025-06-30 per its 13F-HR filed 2025-07-17.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 15,439 shares
    Change vs previous 13F -881 shares

    1.58% of the 13F portfolio, value $4,706,280.

    13F-HR 0001995674-25-000004 filed by OLYMPUS 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 ended2025-03-31
    13F 16,320 shares
    Change vs previous 13F -27,460 shares

    2.06% of the 13F portfolio, value $4,702,453.

    13F-HR 0001995674-25-000003 filed by OLYMPUS 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 ended2024-12-31
    13F 43,780 shares
    Change vs previous 13F -3,887 shares

    3.86% of the 13F portfolio, value $10,600,459.

    13F-HR 0001995674-25-000001 filed by OLYMPUS 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 ended2024-09-30
    13F 47,667 shares
    Change vs previous 13F -793 shares

    3.98% of the 13F portfolio, value $11,585,948.

    13F-HR 0001995674-24-000009 filed by OLYMPUS 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 ended2024-06-30
    13F 48,460 shares
    Change vs previous 13F +19,399 shares

    3.26% of the 13F portfolio, value $10,419,391.

    13F-HR 0001995674-24-000005 filed by OLYMPUS 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 ended2024-03-31
    13F 29,061 shares
    Change vs previous 13F -12,875 shares

    3.54% of the 13F portfolio, value $5,978,435.

    13F-HR 0001995674-24-000004 filed by OLYMPUS 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 ended2023-12-31
    13F/A 41,936 shares
    Change vs previous 13F -443 shares

    4.11% of the 13F portfolio, value $8,016,911.

    13F-HR/A 0001995674-24-000003 filed by OLYMPUS 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 ended2023-09-30
    13F 42,379 shares
    Change vs previous 13F not available

    4.16% of the 13F portfolio, value $7,265,885.

    13F-HR 0001995674-23-000009 filed by OLYMPUS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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