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Vertex Planning Partners, LLC: GLDM position timeline

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

Vertex Planning Partners, LLC held 29,047 GLDM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,047 shares
    Change vs previous 13F +6,635 shares

    0.34% of the 13F portfolio, value $2,306,924.

    13F-HR 0001942341-26-000004 filed by Vertex Planning Partners, 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 22,412 shares
    Change vs previous 13F -21,692 shares

    0.4% of the 13F portfolio, value $2,077,375.

    13F-HR 0001942341-26-000003 filed by Vertex Planning Partners, 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 44,104 shares
    Change vs previous 13F -34 shares

    0.87% of the 13F portfolio, value $3,765,164.

    13F-HR 0001942341-26-000001 filed by Vertex Planning Partners, 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 44,138 shares
    Change vs previous 13F +20,777 shares

    0.65% of the 13F portfolio, value $3,374,355.

    13F-HR 0002085853-25-000286 filed by Vertex Planning Partners, 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 23,361 shares
    Change vs previous 13F -7,459 shares

    0.32% of the 13F portfolio, value $1,530,613.

    13F-HR 0001667731-25-001110 filed by Vertex Planning Partners, 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 30,820 shares
    Change vs previous 13F +15,399 shares

    0.42% of the 13F portfolio, value $1,907,450.

    13F-HR 0001667731-25-000634 filed by Vertex Planning Partners, 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 15,421 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $801,738.

    13F-HR 0001667731-25-000244 filed by Vertex Planning Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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