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Golden State Wealth Management, LLC: FLMI position timeline

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

Golden State Wealth Management, LLC held 37,148 FLMI 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 37,148 shares
    Change vs previous 13F +1,049 shares

    0.09% of the 13F portfolio, value $935,023.

    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 36,099 shares
    Change vs previous 13F +334 shares

    0.1% of the 13F portfolio, value $894,901.

    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 35,765 shares
    Change vs previous 13F +298 shares

    0.09% of the 13F portfolio, value $889,478.

    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 35,467 shares
    Change vs previous 13F +575 shares

    0.1% of the 13F portfolio, value $878,528.

    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 34,892 shares
    Change vs previous 13F +1,458 shares

    0.1% of the 13F portfolio, value $846,500.

    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 33,434 shares
    Change vs previous 13F -213 shares

    0.12% of the 13F portfolio, value $817,141.

    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 33,647 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $822,187.

    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).