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Disclosery

Segment Wealth Management, LLC: GLDM position timeline

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

Segment Wealth Management, LLC held 9,500 GLDM shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,500 shares
    Change vs previous 13F -55,500 shares

    0.04% of the 13F portfolio, value $754,490.

    13F-HR 0001575581-26-000003 filed by Segment Wealth Management, 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 65,000 shares
    Change vs previous 13F -1,353 shares

    0.35% of the 13F portfolio, value $6,024,850.

    13F-HR 0001575581-26-000002 filed by Segment Wealth Management, 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 66,353 shares
    Change vs previous 13F -175 shares

    0.33% of the 13F portfolio, value $5,664,556.

    13F-HR 0001575581-26-000001 filed by Segment Wealth Management, 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 66,528 shares
    Change vs previous 13F +269 shares

    0.3% of the 13F portfolio, value $5,086,066.

    13F-HR 0001575581-25-000003 filed by Segment Wealth Management, 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 66,259 shares
    Change vs previous 13F +105 shares

    0.28% of the 13F portfolio, value $4,341,290.

    13F-HR 0001085146-25-003996 filed by Segment Wealth Management, 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 66,154 shares
    Change vs previous 13F +56,654 shares

    0.28% of the 13F portfolio, value $4,094,271.

    13F-HR 0001085146-25-002215 filed by Segment Wealth Management, 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 9,500 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $493,905.

    13F-HR 0001085146-25-000297 filed by Segment Wealth Management, 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 9,500 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $495,235.

    13F-HR 0001085146-24-005054 filed by Segment Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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