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Golden State Wealth Management, LLC: FPE position timeline

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

Golden State Wealth Management, LLC held 46,591 FPE 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 46,591 shares
    Change vs previous 13F -125,303 shares

    0.08% of the 13F portfolio, value $833,050.

    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 171,894 shares
    Change vs previous 13F -6,068 shares

    0.33% of the 13F portfolio, value $3,051,135.

    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 177,962 shares
    Change vs previous 13F +44,495 shares

    0.34% of the 13F portfolio, value $3,242,484.

    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 133,467 shares
    Change vs previous 13F +10,112 shares

    0.27% of the 13F portfolio, value $2,434,435.

    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 123,355 shares
    Change vs previous 13F +961 shares

    0.27% of the 13F portfolio, value $2,195,727.

    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 122,394 shares
    Change vs previous 13F +28,453 shares

    0.32% of the 13F portfolio, value $2,152,907.

    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 93,941 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,662,767.

    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).