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Kestra Advisory Services, LLC: GLDM position timeline

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

Kestra Advisory Services, LLC held 334,323 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 334,323 shares
    Change vs previous 13F +97,164 shares

    0.07% of the 13F portfolio, value $26,551,939.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 75,445 shares
    • Kestra Advisory Services, LLC: 258,878 shares

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

  2. period ended2026-03-31
    13F 237,159 shares
    Change vs previous 13F +6,478 shares

    0.06% of the 13F portfolio, value $21,982,227.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 69,573 shares
    • Kestra Advisory Services, LLC: 167,586 shares

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

  3. period ended2025-12-31
    13F 230,681 shares
    Change vs previous 13F +14,152 shares

    0.06% of the 13F portfolio, value $19,693,237.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 69,562 shares
    • Kestra Advisory Services, LLC: 161,119 shares

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

  4. period ended2025-09-30
    13F 216,529 shares
    Change vs previous 13F +10,800 shares

    0.06% of the 13F portfolio, value $16,553,642.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 64,009 shares
    • Kestra Advisory Services, LLC: 152,520 shares

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

  5. period ended2025-06-30
    13F 205,729 shares
    Change vs previous 13F +73,975 shares

    0.05% of the 13F portfolio, value $13,479,364.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 59,973 shares
    • Kestra Advisory Services, LLC: 145,756 shares

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

  6. period ended2025-03-31
    13F 131,754 shares
    Change vs previous 13F +72,705 shares

    0.03% of the 13F portfolio, value $8,154,255.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 43,827 shares
    • Kestra Advisory Services, LLC: 87,927 shares

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

  7. period ended2024-12-31
    13F 59,049 shares
    Change vs previous 13F +3,376 shares

    0.01% of the 13F portfolio, value $3,069,958.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 41,809 shares
    • Kestra Advisory Services, LLC: 17,240 shares

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

  8. period ended2024-09-30
    13F 55,673 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,902,234.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 37,243 shares
    • Kestra Advisory Services, LLC: 18,430 shares

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