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WBH ADVISORY INC: GLDM position timeline

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

WBH ADVISORY INC held 31,326 GLDM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,326 shares
    Change vs previous 13F -844 shares

    0.17% of the 13F portfolio, value $2,487,911.

    13F-HR 0001259671-26-000004 filed by WBH ADVISORY INC
    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 32,170 shares
    Change vs previous 13F -2,846 shares

    0.23% of the 13F portfolio, value $3,033,631.

    13F-HR 0001259671-26-000003 filed by WBH ADVISORY INC
    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 35,016 shares
    Change vs previous 13F -2,489 shares

    0.22% of the 13F portfolio, value $2,989,316.

    13F-HR 0001259671-26-000002 filed by WBH ADVISORY INC
    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 37,505 shares
    Change vs previous 13F +1,020 shares

    0.22% of the 13F portfolio, value $2,867,257.

    13F-HR 0001259671-25-000010 filed by WBH ADVISORY INC
    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 36,485 shares
    Change vs previous 13F +2,231 shares

    0.2% of the 13F portfolio, value $2,390,497.

    13F-HR 0001259671-25-000006 filed by WBH ADVISORY INC
    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 34,254 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,119,980.

    13F-HR 0001259671-25-000004 filed by WBH ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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