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Golden State Wealth Management, LLC: FVD position timeline

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

Golden State Wealth Management, LLC held 361,076 FVD 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 361,076 shares
    Change vs previous 13F -122,063 shares

    1.59% of the 13F portfolio, value $17,396,654.

    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 483,139 shares
    Change vs previous 13F +14,108 shares

    2.48% of the 13F portfolio, value $22,722,050.

    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 469,031 shares
    Change vs previous 13F +22,635 shares

    2.28% of the 13F portfolio, value $21,612,989.

    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 446,396 shares
    Change vs previous 13F -31,208 shares

    2.28% of the 13F portfolio, value $20,641,363.

    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 477,604 shares
    Change vs previous 13F +17,384 shares

    2.6% of the 13F portfolio, value $21,348,944.

    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 460,220 shares
    Change vs previous 13F -3,915 shares

    3.05% of the 13F portfolio, value $20,521,248.

    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 464,135 shares
    Change vs previous 13F not available

    3.03% of the 13F portfolio, value $20,254,889.

    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).