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Disclosery

Golden State Wealth Management, LLC: DSL position timeline

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

Golden State Wealth Management, LLC held 1,490 DSL 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 1,490 shares
    Change vs previous 13F -8,387 shares

    <0.01% of the 13F portfolio, value $16,479.

    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 9,877 shares
    Change vs previous 13F -17,869 shares

    0.01% of the 13F portfolio, value $106,977.

    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 27,746 shares
    Change vs previous 13F -10,368 shares

    0.03% of the 13F portfolio, value $312,702.

    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 38,114 shares
    Change vs previous 13F -2,884 shares

    0.05% of the 13F portfolio, value $468,048.

    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 40,998 shares
    Change vs previous 13F -3,230 shares

    0.06% of the 13F portfolio, value $501,823.

    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 44,228 shares
    Change vs previous 13F -691 shares

    0.08% of the 13F portfolio, value $557,717.

    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 44,919 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $564,642.

    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).