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SAGE PRIVATE WEALTH GROUP, LLC: GLDM position timeline

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

SAGE PRIVATE WEALTH GROUP, LLC held 179,875 GLDM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 179,875 shares
    Change vs previous 13F +14,258 shares

    6.42% of the 13F portfolio, value $14,285,678.

    13F-HR 0001765380-26-000298 filed by SAGE PRIVATE WEALTH 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 165,617 shares
    Change vs previous 13F -8,260 shares

    7.73% of the 13F portfolio, value $15,350,426.

    13F-HR 0001765380-26-000132 filed by SAGE PRIVATE WEALTH 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 173,877 shares
    Change vs previous 13F +3,251 shares

    7.98% of the 13F portfolio, value $14,844,018.

    13F-HR 0001765380-26-000056 filed by SAGE PRIVATE WEALTH 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 170,626 shares
    Change vs previous 13F -5,335 shares

    7.25% of the 13F portfolio, value $13,044,193.

    13F-HR 0001765380-25-000432 filed by SAGE PRIVATE WEALTH 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 175,961 shares
    Change vs previous 13F not available

    7.39% of the 13F portfolio, value $11,528,965.

    13F-HR 0001085146-25-004234 filed by SAGE PRIVATE WEALTH GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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