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Disclosery

Shira Ridge Wealth Management: GLDM position timeline

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

Shira Ridge Wealth Management held 19,441 GLDM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 19,441 shares
    Change vs previous 13F -6,938 shares

    0.56% of the 13F portfolio, value $1,597,692.

    13F-HR 0001754960-26-000834 filed by Shira Ridge Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 26,379 shares
    Change vs previous 13F -11,951 shares

    0.73% of the 13F portfolio, value $2,095,020.

    13F-HR 0001754960-26-000452 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 38,330 shares
    Change vs previous 13F -6,905 shares

    1.41% of the 13F portfolio, value $3,552,808.

    13F-HR 0001754960-26-000222 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 45,235 shares
    Change vs previous 13F +1,647 shares

    1.55% of the 13F portfolio, value $3,861,712.

    13F-HR 0001754960-26-000022 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 43,588 shares
    Change vs previous 13F +3,072 shares

    1.41% of the 13F portfolio, value $3,332,303.

    13F-HR 0001754960-25-000690 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 40,516 shares
    Change vs previous 13F +5,297 shares

    1.21% of the 13F portfolio, value $2,654,608.

    13F-HR 0001754960-25-000346 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 35,219 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $2,179,704.

    13F-HR 0001754960-25-000187 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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