Skip to content
Disclosery

Wallace Advisory Group, LLC: GLDM position timeline

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

Wallace Advisory Group, LLC held 11,285 GLDM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,285 shares
    Change vs previous 13F -228 shares

    0.84% of the 13F portfolio, value $896,254.

    13F-HR 0001932645-26-000003 filed by Wallace Advisory Group, 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 11,513 shares
    Change vs previous 13F -4,480 shares

    1.14% of the 13F portfolio, value $1,067,140.

    13F-HR 0001932645-26-000002 filed by Wallace Advisory Group, 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 15,993 shares
    Change vs previous 13F -19,757 shares

    1.43% of the 13F portfolio, value $1,365,322.

    13F-HR 0001932645-26-000001 filed by Wallace Advisory Group, 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 35,750 shares
    Change vs previous 13F +6,395 shares

    1.88% of the 13F portfolio, value $2,342,340.

    13F-HR 0001932645-25-000002 filed by Wallace Advisory Group, 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 29,355 shares
    Change vs previous 13F -1,450 shares

    1.32% of the 13F portfolio, value $1,816,781.

    13F-HR 0001085146-25-004313 filed by Wallace Advisory Group, 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 30,805 shares
    Change vs previous 13F -29,691 shares

    1.11% of the 13F portfolio, value $1,601,552.

    13F-HR 0001085146-25-001938 filed by Wallace Advisory Group, 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 60,496 shares
    Change vs previous 13F +2,080 shares

    2.18% of the 13F portfolio, value $3,153,656.

    13F-HR 0001085146-25-000155 filed by Wallace Advisory Group, 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 58,416 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $2,692,394.

    13F-HR 0001085146-24-004642 filed by Wallace Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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