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Disclosery

WR Wealth Planners, LLC: GLDM position timeline

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

WR Wealth Planners, LLC held 133,029 GLDM shares at 2024-12-31 per its 13F-HR filed 2025-02-05.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 133,029 shares
    Change vs previous 13F +2,261 shares

    2.22% of the 13F portfolio, value $6,916,178.

    13F-HR 0002031978-25-000001 filed by WR Wealth Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 130,768 shares
    Change vs previous 13F -9,135 shares

    1.9% of the 13F portfolio, value $6,816,936.

    13F-HR 0002031978-24-000010 filed by WR Wealth Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 139,903 shares
    Change vs previous 13F -7,017 shares

    1.97% of the 13F portfolio, value $6,448,129.

    13F-HR 0002031978-24-000004 filed by WR Wealth Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 146,920 shares
    Change vs previous 13F -4 shares

    2.01% of the 13F portfolio, value $6,471,826.

    13F-HR 0002031978-24-000003 filed by WR Wealth Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 146,924 shares
    Change vs previous 13F -6,022 shares

    2.24% of the 13F portfolio, value $6,010,661.

    13F-HR 0002031978-24-000001 filed by WR Wealth Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 152,946 shares
    Change vs previous 13F -12,918 shares

    2.14% of the 13F portfolio, value $5,607,000.

    13F-HR 0002031978-24-000007 filed by WR Wealth Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 165,864 shares
    Change vs previous 13F +5,643 shares

    2.45% of the 13F portfolio, value $6,317,760.

    13F-HR 0002031978-24-000006 filed by WR Wealth Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 160,221 shares
    Change vs previous 13F not available

    2.71% of the 13F portfolio, value $6,266,243.

    13F-HR 0002031978-24-000005 filed by WR Wealth Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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