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Golden State Wealth Management, LLC: CGCV position timeline

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

Golden State Wealth Management, LLC held 9,453 CGCV 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 9,453 shares
    Change vs previous 13F -54,703 shares

    0.03% of the 13F portfolio, value $310,255.

    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 64,156 shares
    Change vs previous 13F +8,860 shares

    0.21% of the 13F portfolio, value $1,912,491.

    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 55,296 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,686,002.

    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).