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Claris Financial LLC

Position in GLDI — Credit Suisse AG

CIK 2060278 GLEN ALLEN, VA

Position in GLDI

as of Mar 31, 2026 · filed May 18, 2026
Position Value
$2,593,788
+$254,877 QoQ
Shares Held
22,174
+20.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.99%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in GLDI Over Time

Shares Held

Position Value (USD)

All Filings in GLDI

Export CSV
8 filing rows on record
Report Date Value (USD) Shares
2026-03-31 SLVO $1,252,481 14,095
2026-03-31 $1,341,307 8,079
2025-12-31 SLVO $1,170,276 11,718
2025-12-31 $1,168,635 6,726
2025-09-30 SLVO $1,292,565 14,007
2025-09-30 $1,258,822 7,465
2025-06-30 SLVO $1,563,962 19,530
2025-06-30 $642,299 4,031