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Shorepoint Capital Partners LLC: GLD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Shorepoint Capital Partners LLC on GLD, newest first. How the timeline and the estimate are built.

Shorepoint Capital Partners LLC held 3,516 GLD shares at 2025-09-30 per its 13F-HR filed 2025-10-03.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 3,516 shares
    Change vs previous 13F +168 shares

    0.25% of the 13F portfolio, value $1,249,832.

    13F-HR 0001759476-25-000004 filed by Shorepoint Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 3,348 shares
    Change vs previous 13F +2,389 shares

    0.22% of the 13F portfolio, value $964,692.

    13F-HR 0001759476-25-000002 filed by Shorepoint Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 959 shares
    Change vs previous 13F -200 shares

    0.05% of the 13F portfolio, value $232,203.

    13F-HR 0001759476-25-000001 filed by Shorepoint Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 1,159 shares
    Change vs previous 13F +120 shares

    0.06% of the 13F portfolio, value $281,706.

    13F-HR 0001759476-24-000005 filed by Shorepoint Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 1,039 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $223,395.

    13F-HR 0001759476-24-000003 filed by Shorepoint Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 1,039 shares
    Change vs previous 13F -35 shares

    0.05% of the 13F portfolio, value $213,743.

    13F-HR 0001759476-24-000002 filed by Shorepoint Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 1,074 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $205,317.

    13F-HR 0001759476-24-000001 filed by Shorepoint Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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