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PEAK FINANCIAL ADVISORS LLC: GLDM position timeline

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

PEAK FINANCIAL ADVISORS LLC held 173,948 GLDM shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 173,948 shares
    Change vs previous 13F +8,521 shares

    5.72% of the 13F portfolio, value $13,814,950.

    13F-HR 0001843309-26-000008 filed by PEAK FINANCIAL 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 165,427 shares
    Change vs previous 13F -35,361 shares

    6.79% of the 13F portfolio, value $15,333,429.

    13F-HR 0001843309-26-000006 filed by PEAK FINANCIAL 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 200,788 shares
    Change vs previous 13F -48,545 shares

    7.7% of the 13F portfolio, value $17,141,272.

    13F-HR 0001843309-26-000002 filed by PEAK FINANCIAL 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 249,333 shares
    Change vs previous 13F +600 shares

    9.15% of the 13F portfolio, value $19,061,508.

    13F-HR 0001843309-25-000012 filed by PEAK FINANCIAL 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 248,733 shares
    Change vs previous 13F +24,960 shares

    8.34% of the 13F portfolio, value $16,296,986.

    13F-HR 0001843309-25-000007 filed by PEAK FINANCIAL 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 223,773 shares
    Change vs previous 13F -2,007 shares

    7.05% of the 13F portfolio, value $13,849,311.

    13F-HR 0001843309-25-000005 filed by PEAK FINANCIAL 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 225,780 shares
    Change vs previous 13F -802 shares

    6.11% of the 13F portfolio, value $11,738,302.

    13F-HR 0001843309-25-000002 filed by PEAK FINANCIAL 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 226,582 shares
    Change vs previous 13F not available

    6.07% of the 13F portfolio, value $11,811,720.

    13F-HR 0001843309-24-000008 filed by PEAK FINANCIAL ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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