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Disclosery

THEORY FINANCIAL LLC: GLDM position timeline

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

THEORY FINANCIAL LLC held 8,470 GLDM shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,470 shares
    Change vs previous 13F +1,566 shares

    0.21% of the 13F portfolio, value $672,687.

    13F-HR 0001899158-26-000003 filed by THEORY FINANCIAL 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 6,904 shares
    Change vs previous 13F -12,949 shares

    0.22% of the 13F portfolio, value $639,932.

    13F-HR 0001899158-26-000002 filed by THEORY FINANCIAL 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 19,853 shares
    Change vs previous 13F -1,145 shares

    0.67% of the 13F portfolio, value $1,986,491.

    13F-HR 0001899158-26-000001 filed by THEORY FINANCIAL 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 20,998 shares
    Change vs previous 13F +7,656 shares

    0.64% of the 13F portfolio, value $1,820,317.

    13F-HR 0001899158-25-000002 filed by THEORY FINANCIAL 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 13,342 shares
    Change vs previous 13F -5,080 shares

    0.33% of the 13F portfolio, value $869,231.

    13F-HR 0001085146-25-004772 filed by THEORY FINANCIAL 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 18,422 shares
    Change vs previous 13F +8,980 shares

    0.48% of the 13F portfolio, value $1,140,138.

    13F-HR 0001085146-25-002548 filed by THEORY FINANCIAL 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 9,442 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $490,890.

    13F-HR 0001085146-25-000715 filed by THEORY FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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