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Disclosery

OMNI 360 Wealth, Inc.: GLDM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OMNI 360 Wealth, Inc. on GLDM, newest first. How the timeline and the estimate are built.

OMNI 360 Wealth, Inc. held 7,507 GLDM shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,507 shares
    Change vs previous 13F +157 shares

    0.28% of the 13F portfolio, value $596,206.

    13F-HR 0002085853-26-000696 filed by OMNI 360 Wealth, Inc.
    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 7,350 shares
    Change vs previous 13F -1,650 shares

    0.35% of the 13F portfolio, value $681,272.

    13F-HR 0002085853-26-000361 filed by OMNI 360 Wealth, Inc.
    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 9,000 shares
    Change vs previous 13F +2,592 shares

    0.42% of the 13F portfolio, value $825,390.

    13F-HR 0002085853-26-000136 filed by OMNI 360 Wealth, Inc.
    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 6,408 shares
    Change vs previous 13F +1,077 shares

    0.27% of the 13F portfolio, value $489,892.

    13F-HR 0002085853-25-000118 filed by OMNI 360 Wealth, Inc.
    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/A 5,331 shares
    Change vs previous 13F +1,119 shares

    0.22% of the 13F portfolio, value $349,287.

    13F-HR/A 0002085853-25-000164 filed by OMNI 360 Wealth, Inc.
    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/A 4,212 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $260,681.

    13F-HR/A 0002085853-25-000163 filed by OMNI 360 Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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