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Golden State Wealth Management, LLC: BBUS position timeline

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

Golden State Wealth Management, LLC held 58,425 BBUS 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 58,425 shares
    Change vs previous 13F -26,877 shares

    0.72% of the 13F portfolio, value $7,871,062.

    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 85,302 shares
    Change vs previous 13F -902 shares

    1.09% of the 13F portfolio, value $9,995,773.

    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 86,204 shares
    Change vs previous 13F +2,759 shares

    1.12% of the 13F portfolio, value $10,629,929.

    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 83,445 shares
    Change vs previous 13F +81,124 shares

    1.11% of the 13F portfolio, value $10,068,523.

    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 2,321 shares
    Change vs previous 13F +148 shares

    0.03% of the 13F portfolio, value $259,808.

    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 2,173 shares
    Change vs previous 13F +414 shares

    0.03% of the 13F portfolio, value $219,332.

    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 1,759 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $186,346.

    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).