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Wealthcare Advisory Partners LLC: GLDM position timeline

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

Wealthcare Advisory Partners LLC held 181,532 GLDM shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 181,532 shares
    Change vs previous 13F +1,587 shares

    0.26% of the 13F portfolio, value $14,417,312.

    13F-HR 0001951757-26-000979 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 164,826 shares
    • Wealthcare Capital Partners, LLC: 16,706 shares

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

  2. period ended2026-03-31
    13F 179,945 shares
    Change vs previous 13F -9,372 shares

    0.31% of the 13F portfolio, value $16,679,102.

    13F-HR 0001951757-26-000595 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 163,657 shares
    • Wealthcare Capital Partners, LLC: 16,288 shares

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

  3. period ended2025-12-31
    13F 189,317 shares
    Change vs previous 13F +18,420 shares

    0.3% of the 13F portfolio, value $16,161,992.

    13F-HR 0001951757-26-000085 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 172,716 shares
    • Wealthcare Capital Partners, LLC: 16,601 shares

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

  4. period ended2025-09-30
    13F 170,897 shares
    Change vs previous 13F +111,307 shares

    0.26% of the 13F portfolio, value $13,065,076.

    13F-HR 0001951757-25-001337 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 158,628 shares
    • Wealthcare Capital Partners, LLC: 12,269 shares

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

  5. period ended2025-06-30
    13F 59,590 shares
    Change vs previous 13F -5,464 shares

    0.09% of the 13F portfolio, value $3,904,337.

    13F-HR 0001951757-25-000905 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 53,873 shares
    • Wealthcare Capital Partners, LLC: 5,717 shares

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

  6. period ended2025-03-31
    13F 65,054 shares
    Change vs previous 13F -1,998 shares

    0.1% of the 13F portfolio, value $4,026,192.

    13F-HR 0001951757-25-000364 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 57,106 shares
    • Wealthcare Capital Partners, LLC: 7,948 shares

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

  7. period ended2024-12-31
    13F 67,052 shares
    Change vs previous 13F +7,127 shares

    0.09% of the 13F portfolio, value $3,486,033.

    13F-HR 0001951757-25-000037 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 58,800 shares
    • Wealthcare Capital Partners, LLC: 8,252 shares

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

  8. period ended2024-09-30
    13F 59,925 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,123,890.

    13F-HR 0001951757-24-001166 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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