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Disclosery

WealthPLAN Partners, LLC: GLDM position timeline

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

WealthPLAN Partners, LLC held 5,345 GLDM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,345 shares
    Change vs previous 13F +485 shares

    0.08% of the 13F portfolio, value $424,500.

    13F-HR 0001639943-26-000004 filed by WealthPLAN 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 4,860 shares
    Change vs previous 13F -10,552 shares

    0.09% of the 13F portfolio, value $450,473.

    13F-HR 0001639943-26-000003 filed by WealthPLAN 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 15,412 shares
    Change vs previous 13F +796 shares

    0.2% of the 13F portfolio, value $1,315,722.

    13F-HR 0001639943-26-000001 filed by WealthPLAN 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 14,616 shares
    Change vs previous 13F +6,013 shares

    0.17% of the 13F portfolio, value $1,117,393.

    13F-HR 0001639943-25-000002 filed by WealthPLAN 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 8,603 shares
    Change vs previous 13F -3,772 shares

    0.09% of the 13F portfolio, value $563,669.

    13F-HR 0001929986-25-000005 filed by WealthPLAN 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 12,375 shares
    Change vs previous 13F +5,891 shares

    0.11% of the 13F portfolio, value $765,889.

    13F-HR 0002009530-25-000004 filed by WealthPLAN 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 6,484 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $337,103.

    13F-HR 0001929986-25-000002 filed by WealthPLAN Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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