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Golden State Wealth Management, LLC: BUFR position timeline

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

Golden State Wealth Management, LLC held 252,708 BUFR 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 252,708 shares
    Change vs previous 13F -3,813 shares

    0.84% of the 13F portfolio, value $9,231,436.

    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 256,521 shares
    Change vs previous 13F -6,184 shares

    0.95% of the 13F portfolio, value $8,662,723.

    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 262,705 shares
    Change vs previous 13F -1,115 shares

    0.95% of the 13F portfolio, value $9,000,282.

    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 263,820 shares
    Change vs previous 13F +27,109 shares

    0.97% of the 13F portfolio, value $8,816,867.

    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 236,711 shares
    Change vs previous 13F +16,504 shares

    0.92% of the 13F portfolio, value $7,527,411.

    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 220,207 shares
    Change vs previous 13F +37,233 shares

    0.97% of the 13F portfolio, value $6,537,954.

    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 182,974 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $5,575,219.

    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).