Golden State Wealth Management, LLC: AOR position timeline

Golden State Wealth Management, LLC held 11,613 AOR 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 11,613 shares

   Change vs previous 13F +196 shares

   0.07% of the 13F portfolio, value $807,119.

   13F-HR 0001776033-26-000004 filed by Golden State Wealth Management, LLC
   Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 11,417 shares

   Change vs previous 13F -105 shares

   0.08% of the 13F portfolio, value $734,691.

   13F-HR 0001776033-26-000003 filed by Golden State Wealth Management, LLC
   Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 11,522 shares

   Change vs previous 13F +800 shares

   0.08% of the 13F portfolio, value $749,069.

   13F-HR 0001776033-26-000001 filed by Golden State Wealth Management, LLC
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 10,722 shares

   Change vs previous 13F +2,651 shares

   0.08% of the 13F portfolio, value $690,294.

   13F-HR 0001776033-25-000009 filed by Golden State Wealth Management, LLC
   Filed 2025-11-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 8,071 shares

   Change vs previous 13F not available

   0.06% of the 13F portfolio, value $496,931.

   13F-HR 0001776033-25-000007 filed by Golden State Wealth Management, LLC
   Filed 2025-08-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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