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Successful Portfolios LLC: GLD position timeline

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

Successful Portfolios LLC held 2,378 GLD 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 2,378 shares
    Change vs previous 13F -97 shares

    0.42% of the 13F portfolio, value $902,665.

    13F-HR 0001085146-26-000857 filed by Successful Portfolios LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,475 shares
    Change vs previous 13F +81 shares

    0.44% of the 13F portfolio, value $933,982.

    13F-HR 0001721780-26-000005 filed by Successful Portfolios LLC
    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 2,394 shares
    Change vs previous 13F +100 shares

    0.56% of the 13F portfolio, value $1,017,986.

    13F-HR 0001721780-26-000002 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 2,294 shares
    Change vs previous 13F +270 shares

    0.48% of the 13F portfolio, value $950,794.

    13F-HR 0001721780-26-000001 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,024 shares
    Change vs previous 13F +340 shares

    0.42% of the 13F portfolio, value $719,471.

    13F-HR 0001721780-25-000002 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,684 shares
    Change vs previous 13F +50 shares

    0.32% of the 13F portfolio, value $513,334.

    13F-HR 0001085146-25-003992 filed by Successful Portfolios LLC
    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 1,634 shares
    Change vs previous 13F +197 shares

    0.32% of the 13F portfolio, value $470,821.

    13F-HR 0001085146-25-002063 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,437 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $347,941.

    13F-HR 0001085146-25-000241 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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