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Golden State Wealth Management, LLC: FDVV position timeline

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

Golden State Wealth Management, LLC held 7,133 FDVV 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 7,133 shares
    Change vs previous 13F -6,029 shares

    0.04% of the 13F portfolio, value $430,077.

    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 13,162 shares
    Change vs previous 13F -20,443 shares

    0.08% of the 13F portfolio, value $727,074.

    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 33,605 shares
    Change vs previous 13F -1,992 shares

    0.2% of the 13F portfolio, value $1,905,113.

    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 35,597 shares
    Change vs previous 13F -1,249 shares

    0.22% of the 13F portfolio, value $1,983,108.

    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 36,846 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,916,736.

    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).