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Manager record

Gilpin Wealth Management, Llc

Denver, CO · CIK 2058144 · EDGAR filings ↗

Cover-page record — Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$147.94MReported 13F valueQ3 2026 · as filed
1,422Holdings listed
+2.2%vs prior quartervalue change includes market moves
4Quarters on record
Oct 09Latest filed
Reported 13F value by quarter, Q4 2025 to Q3 2026Q4 2025: $126.3M$126.3MQ4 2025978 holdingsQ1 2026: $126.3M$126.3MQ1 2026999 holdingsQ2 2026: $144.7M$144.7MQ2 20261,064 holdingsQ3 2026: $147.9M$147.9MQ3 20261,422 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 09 2026 13F-HR · period Q3 2026

$147.94M · 1,422 holdings listed · View original SEC filing ↗
Jul 24 2026 13F-HR · period Q2 2026

$144.72M · 1,064 holdings listed · View original SEC filing ↗
Apr 21 2026 13F-HR · period Q1 2026

$126.28M · 999 holdings listed · View original SEC filing ↗
Feb 11 2026 13F-HR · period Q4 2025

$126.27M · 978 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 09, 2026 · Change methodology