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Gradient Investments LLC: GLDM position timeline

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

Gradient Investments LLC held 1,517,719 GLDM shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,517,719 shares
    Change vs previous 13F -110,542 shares

    1.66% of the 13F portfolio, value $120,537,214.

    13F-HR 0001542265-26-000005 filed by Gradient Investments 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 1,628,261 shares
    Change vs previous 13F +526,647 shares

    2.34% of the 13F portfolio, value $150,923,478.

    13F-HR 0001542265-26-000003 filed by Gradient Investments 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 1,101,614 shares
    Change vs previous 13F +108,775 shares

    1.49% of the 13F portfolio, value $94,044,756.

    13F-HR 0001542265-26-000001 filed by Gradient Investments 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 992,839 shares
    Change vs previous 13F +70,188 shares

    1.27% of the 13F portfolio, value $75,902,513.

    13F-HR 0001542265-25-000007 filed by Gradient Investments 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 922,651 shares
    Change vs previous 13F +16,348 shares

    1.11% of the 13F portfolio, value $60,452,069.

    13F-HR 0001542265-25-000004 filed by Gradient Investments 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 906,303 shares
    Change vs previous 13F -12,615 shares

    1.13% of the 13F portfolio, value $56,091,070.

    13F-HR 0001542265-25-000003 filed by Gradient Investments 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 918,918 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $47,774,528.

    13F-HR 0001542265-25-000001 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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