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Golden State Wealth Management, LLC: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Golden State Wealth Management, LLC on AGG, newest first. How the timeline and the estimate are built.

Golden State Wealth Management, LLC held 259,018 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 259,018 shares
    Change vs previous 13F +4,412 shares

    2.34% of the 13F portfolio, value $25,637,657.

    13F-HR 0001776033-26-000004 filed by Golden State Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 254,606 shares
    Change vs previous 13F -8,761 shares

    2.76% of the 13F portfolio, value $25,274,809.

    13F-HR 0001776033-26-000003 filed by Golden State Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 263,367 shares
    Change vs previous 13F +3,911 shares

    2.78% of the 13F portfolio, value $26,305,119.

    13F-HR 0001776033-26-000001 filed by Golden State Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 259,456 shares
    Change vs previous 13F +2,815 shares

    2.87% of the 13F portfolio, value $26,010,542.

    13F-HR 0001776033-25-000009 filed by Golden State Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 256,641 shares
    Change vs previous 13F +9,815 shares

    3.1% of the 13F portfolio, value $25,458,804.

    13F-HR 0001776033-25-000007 filed by Golden State Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F/A 246,826 shares
    Change vs previous 13F +5,555 shares

    3.63% of the 13F portfolio, value $24,416,083.

    13F-HR/A 0001776033-25-000005 filed by Golden State Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 241,271 shares
    Change vs previous 13F not available

    3.5% of the 13F portfolio, value $23,379,244.

    13F-HR 0001776033-25-000003 filed by Golden State Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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