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Peak Retirement Planning, Inc.: GLDM position timeline

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

Peak Retirement Planning, Inc. held 31,598 GLDM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,598 shares
    Change vs previous 13F +31,598 shares

    0.4% of the 13F portfolio, value $2,509,517.

    13F-HR 0002056697-26-000003 filed by Peak Retirement Planning, 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 0 shares
    Change vs previous 13F -178,128 shares

    13F-HR 0002056697-26-000002 filed by Peak Retirement Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 178,128 shares
    Change vs previous 13F +170,276 shares

    3.56% of the 13F portfolio, value $15,206,779.

    13F-HR 0002056697-26-000001 filed by Peak Retirement Planning, 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 7,852 shares
    Change vs previous 13F +3,668 shares

    0.17% of the 13F portfolio, value $600,285.

    13F-HR 0002056697-25-000006 filed by Peak Retirement Planning, 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 4,184 shares
    Change vs previous 13F -78,769 shares

    0.11% of the 13F portfolio, value $274,136.

    13F-HR 0002056697-25-000005 filed by Peak Retirement Planning, 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 82,953 shares
    Change vs previous 13F +45,283 shares

    2.85% of the 13F portfolio, value $5,134,648.

    13F-HR 0002056697-25-000004 filed by Peak Retirement Planning, Inc.
    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 37,670 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $1,990,275.

    13F-HR 0002056697-25-000001 filed by Peak Retirement Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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