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Disclosery

Wise Wealth Partners: GLD position timeline

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

Wise Wealth Partners held 2,349 GLD 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 2,349 shares
    Change vs previous 13F -11,947 shares

    1.47% of the 13F portfolio, value $865,176.

    13F-HR 0002056711-26-000003 filed by Wise Wealth Partners
    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 14,296 shares
    Change vs previous 13F +46 shares

    8.33% of the 13F portfolio, value $6,151,213.

    13F-HR 0002056711-26-000002 filed by Wise Wealth Partners
    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 14,250 shares
    Change vs previous 13F -1,293 shares

    8.11% of the 13F portfolio, value $5,647,338.

    13F-HR 0002056711-26-000001 filed by Wise Wealth Partners
    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 15,543 shares
    Change vs previous 13F +4,775 shares

    8.43% of the 13F portfolio, value $5,525,055.

    13F-HR 0002056711-25-000005 filed by Wise Wealth Partners
    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 10,768 shares
    Change vs previous 13F -4,612 shares

    5.48% of the 13F portfolio, value $3,282,361.

    13F-HR 0002056711-25-000003 filed by Wise Wealth Partners
    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 15,380 shares
    Change vs previous 13F +3,923 shares

    10.59% of the 13F portfolio, value $4,431,494.

    13F-HR 0002056711-25-000002 filed by Wise Wealth Partners
    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 11,457 shares
    Change vs previous 13F not available

    6.84% of the 13F portfolio, value $2,774,197.

    13F-HR 0002056711-25-000001 filed by Wise Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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