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Paul R. Ried Financial Group, LLC: GLTR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Paul R. Ried Financial Group, LLC on GLTR, newest first. How the timeline and the estimate are built.

Paul R. Ried Financial Group, LLC held 80,558 GLTR shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 80,558 shares
    Change vs previous 13F -2,231 shares

    6.37% of the 13F portfolio, value $14,593,082.

    13F-HR 0002033053-26-000007 filed by Paul R. Ried Financial Group, 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 82,789 shares
    Change vs previous 13F -8,536 shares

    8.42% of the 13F portfolio, value $18,107,610.

    13F-HR 0002033053-26-000005 filed by Paul R. Ried Financial Group, 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 91,325 shares
    Change vs previous 13F -12,062 shares

    8.87% of the 13F portfolio, value $18,776,420.

    13F-HR 0002033053-26-000003 filed by Paul R. Ried Financial Group, 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 103,387 shares
    Change vs previous 13F -2,493 shares

    8.65% of the 13F portfolio, value $17,105,379.

    13F-HR 0002033053-25-000010 filed by Paul R. Ried Financial Group, 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 105,880 shares
    Change vs previous 13F -4,837 shares

    8.85% of the 13F portfolio, value $14,627,322.

    13F-HR 0002033053-25-000007 filed by Paul R. Ried Financial Group, 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 110,717 shares
    Change vs previous 13F -4,737 shares

    9.98% of the 13F portfolio, value $14,334,530.

    13F-HR 0002033053-25-000006 filed by Paul R. Ried Financial Group, 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 115,454 shares
    Change vs previous 13F not available

    8.89% of the 13F portfolio, value $12,676,849.

    13F-HR 0002033053-25-000003 filed by Paul R. Ried Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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