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Waverly Advisors, LLC: GLDM position timeline

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

Waverly Advisors, LLC held 25,362 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 25,362 shares
    Change vs previous 13F +6,764 shares

    0.01% of the 13F portfolio, value $2,014,250.

    13F-HR 0001398344-26-014582 filed by Waverly Advisors, 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 18,598 shares
    Change vs previous 13F +470 shares

    0.01% of the 13F portfolio, value $1,723,849.

    13F-HR 0001398344-26-009223 filed by Waverly Advisors, 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 18,128 shares
    Change vs previous 13F +1,009 shares

    0.01% of the 13F portfolio, value $1,547,587.

    13F-HR 0001398344-26-003224 filed by Waverly Advisors, 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 17,119 shares
    Change vs previous 13F +1,566 shares

    0.01% of the 13F portfolio, value $1,308,748.

    13F-HR 0001398344-25-020944 filed by Waverly Advisors, 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 15,553 shares
    Change vs previous 13F +9,241 shares

    0.01% of the 13F portfolio, value $1,019,033.

    13F-HR 0001398344-25-015429 filed by Waverly Advisors, 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 6,312 shares
    Change vs previous 13F -17 shares

    <0.01% of the 13F portfolio, value $390,650.

    13F-HR 0001398344-25-009517 filed by Waverly Advisors, 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 6,329 shares
    Change vs previous 13F +273 shares

    0.01% of the 13F portfolio, value $329,045.

    13F-HR 0001398344-25-002762 filed by Waverly Advisors, 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 6,056 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $315,699.

    13F-HR 0001398344-24-020725 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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