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Upper Left Wealth Management, LLC: GLDM position timeline

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

Upper Left Wealth Management, LLC held 62,175 GLDM shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,175 shares
    Change vs previous 13F -1,025 shares

    2.74% of the 13F portfolio, value $4,937,939.

    13F-HR 0002085853-26-000723 filed by Upper Left Wealth Management, 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 63,200 shares
    Change vs previous 13F -11,015 shares

    3.46% of the 13F portfolio, value $5,858,008.

    13F-HR 0002085853-26-000397 filed by Upper Left Wealth Management, 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 74,215 shares
    Change vs previous 13F -4,596 shares

    3.86% of the 13F portfolio, value $6,335,735.

    13F-HR 0002085853-26-000065 filed by Upper Left Wealth Management, 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 78,811 shares
    Change vs previous 13F -2,210 shares

    3.78% of the 13F portfolio, value $6,025,101.

    13F-HR 0002085853-25-000128 filed by Upper Left Wealth Management, 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 81,021 shares
    Change vs previous 13F -5,048 shares

    3.54% of the 13F portfolio, value $5,308,496.

    13F-HR 0001667731-25-000740 filed by Upper Left Wealth Management, 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 86,069 shares
    Change vs previous 13F +82 shares

    3.82% of the 13F portfolio, value $5,326,811.

    13F-HR 0001667731-25-000422 filed by Upper Left Wealth Management, 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 85,987 shares
    Change vs previous 13F +1,175 shares

    3.82% of the 13F portfolio, value $4,470,465.

    13F-HR 0001667731-25-000107 filed by Upper Left Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 84,812 shares
    Change vs previous 13F not available

    3.69% of the 13F portfolio, value $4,205,828.

    13F-HR 0001911228-24-000004 filed by Upper Left Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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