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Golden State Wealth Management, LLC: BUFQ position timeline

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

Golden State Wealth Management, LLC held 83,964 BUFQ 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 83,964 shares
    Change vs previous 13F -1,019 shares

    0.3% of the 13F portfolio, value $3,297,264.

    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 84,983 shares
    Change vs previous 13F -5,897 shares

    0.33% of the 13F portfolio, value $3,001,597.

    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 90,880 shares
    Change vs previous 13F -1,350 shares

    0.34% of the 13F portfolio, value $3,257,140.

    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 92,230 shares
    Change vs previous 13F -5,700 shares

    0.35% of the 13F portfolio, value $3,213,294.

    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 97,930 shares
    Change vs previous 13F +83 shares

    0.4% of the 13F portfolio, value $3,251,274.

    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 97,847 shares
    Change vs previous 13F +6,038 shares

    0.43% of the 13F portfolio, value $2,921,714.

    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 91,809 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $2,885,558.

    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).