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Disclosery

Valley Financial Management, Inc.: GLD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Valley Financial Management, Inc. on GLD, newest first. How the timeline and the estimate are built.

Valley Financial Management, Inc. held 25,677 GLD shares at 2023-06-30 per its 13F-HR filed 2023-08-14.

the latest 13F is the newest step

  1. period ended2023-06-30
    13F 25,677 shares
    Change vs previous 13F +24,279 shares

    2.37% of the 13F portfolio, value $4,577,439.

    13F-HR 0000929638-23-002269 filed by Valley Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-03-31
    13F 1,398 shares
    Change vs previous 13F +112 shares

    0.16% of the 13F portfolio, value $256,142.

    13F-HR 0000929638-23-001466 filed by Valley Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-12-31
    13F 1,286 shares
    Change vs previous 13F -22,342 shares

    0.12% of the 13F portfolio, value $218,157.

    13F-HR 0000929638-23-000607 filed by Valley Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-09-30
    13F 23,628 shares
    Change vs previous 13F not available

    2.19% of the 13F portfolio, value $3,654,543.

    13F-HR 0001567619-22-020137 filed by Valley Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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