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Disclosery

Essex Financial Services, Inc.: GLDM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Essex Financial Services, Inc. on GLDM, newest first. How the timeline and the estimate are built.

Essex Financial Services, Inc. held 65,431 GLDM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,431 shares
    Change vs previous 13F -1,408 shares

    0.26% of the 13F portfolio, value $5,196,565.

    13F-HR 0001951757-26-001201 filed by Essex Financial Services, 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 66,839 shares
    Change vs previous 13F -1,578 shares

    0.35% of the 13F portfolio, value $6,195,301.

    13F-HR 0001951757-26-000732 filed by Essex Financial Services, 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 68,417 shares
    Change vs previous 13F -1,196 shares

    0.33% of the 13F portfolio, value $5,840,759.

    13F-HR 0001951757-26-000399 filed by Essex Financial Services, 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 69,613 shares
    Change vs previous 13F +19,665 shares

    0.32% of the 13F portfolio, value $5,321,877.

    13F-HR 0001951757-25-001347 filed by Essex Financial Services, 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 49,948 shares
    Change vs previous 13F -1,968 shares

    0.21% of the 13F portfolio, value $3,272,624.

    13F-HR 0001951757-25-000875 filed by Essex Financial Services, 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 51,916 shares
    Change vs previous 13F +5,576 shares

    0.23% of the 13F portfolio, value $3,213,111.

    13F-HR 0001951757-25-000454 filed by Essex Financial Services, Inc.
    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 46,340 shares
    Change vs previous 13F -885 shares

    0.17% of the 13F portfolio, value $2,409,241.

    13F-HR 0001951757-25-000141 filed by Essex Financial Services, Inc.
    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 47,225 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,572,370.

    13F-HR 0001951757-24-001121 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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