Oakmont Advisory Group, LLC

SEC CIK: 0002115370
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

GLDI holding history

Credit Suisse AG in every 13F filed by Oakmont Advisory Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GLDI overview All 13F holders of GLDI Full Q2 2026 holdings

Shares (Q2 2026): 3,960
Value: $556.6K
% of portfolio: 0.5%
Quarters held: 3; Since Q4 2025

Holdings of GLDI by Oakmont Advisory Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	3,960	$556.6K	0.5%	−1,032−20.7%	Reduced	Holders
Q1 2026	4,992	$828.8K	0.8%	+400+8.7%	Added	Holders
Q4 2025	4,592	$797.8K	0.9%	–	No prior filing	Holders