Skip to content
Disclosery

SWEENEY & MICHEL, LLC: GLD position timeline

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

SWEENEY & MICHEL, LLC held 3,747 GLD shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,747 shares
    Change vs previous 13F +24 shares

    0.39% of the 13F portfolio, value $1,493,067.

    13F-HR 0001754960-26-000720 filed by SWEENEY & MICHEL, 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 3,723 shares
    Change vs previous 13F +15 shares

    0.48% of the 13F portfolio, value $1,620,845.

    13F-HR 0001754960-26-000261 filed by SWEENEY & MICHEL, 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 3,708 shares
    Change vs previous 13F +27 shares

    0.51% of the 13F portfolio, value $1,733,972.

    13F-HR 0001754960-26-000177 filed by SWEENEY & MICHEL, 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 3,681 shares
    Change vs previous 13F +40 shares

    0.46% of the 13F portfolio, value $1,358,731.

    13F-HR 0001754960-25-000788 filed by SWEENEY & MICHEL, 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 3,641 shares
    Change vs previous 13F +37 shares

    0.4% of the 13F portfolio, value $1,125,579.

    13F-HR 0001979556-25-000002 filed by SWEENEY & MICHEL, 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 3,604 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $991,821.

    13F-HR 0001979556-25-000001 filed by SWEENEY & MICHEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 3,604 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $905,577.

    13F-HR 0001979556-24-000003 filed by SWEENEY & MICHEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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