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Golden State Wealth Management, LLC: FTSM position timeline

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

Golden State Wealth Management, LLC held 47,208 FTSM 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 47,208 shares
    Change vs previous 13F -220 shares

    0.26% of the 13F portfolio, value $2,819,747.

    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 47,428 shares
    Change vs previous 13F -43 shares

    0.31% of the 13F portfolio, value $2,835,301.

    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 47,471 shares
    Change vs previous 13F +6,653 shares

    0.3% of the 13F portfolio, value $2,844,976.

    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 40,818 shares
    Change vs previous 13F -4,728 shares

    0.27% of the 13F portfolio, value $2,445,436.

    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 45,546 shares
    Change vs previous 13F -2,893 shares

    0.33% of the 13F portfolio, value $2,726,885.

    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 48,439 shares
    Change vs previous 13F -7,179 shares

    0.43% of the 13F portfolio, value $2,898,627.

    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 55,618 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $3,324,319.

    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).