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Golden State Wealth Management, LLC: DGRW position timeline

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

Golden State Wealth Management, LLC held 77,099 DGRW 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 77,099 shares
    Change vs previous 13F +1,327 shares

    0.67% of the 13F portfolio, value $7,372,251.

    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 75,772 shares
    Change vs previous 13F -47,275 shares

    0.73% of the 13F portfolio, value $6,655,925.

    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 123,047 shares
    Change vs previous 13F +3,766 shares

    1.16% of the 13F portfolio, value $11,004,130.

    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 119,281 shares
    Change vs previous 13F -780 shares

    1.17% of the 13F portfolio, value $10,611,225.

    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 120,061 shares
    Change vs previous 13F -6,174 shares

    1.22% of the 13F portfolio, value $10,053,923.

    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 126,235 shares
    Change vs previous 13F +17,601 shares

    1.5% of the 13F portfolio, value $10,081,160.

    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 108,634 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $8,791,795.

    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).