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Golden State Wealth Management, LLC: GARP position timeline

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

Golden State Wealth Management, LLC held 39,009 GARP 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 39,009 shares
    Change vs previous 13F +25,756 shares

    0.29% of the 13F portfolio, value $3,220,267.

    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 13,253 shares
    Change vs previous 13F +2,203 shares

    0.09% of the 13F portfolio, value $847,852.

    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 11,050 shares
    Change vs previous 13F +952 shares

    0.08% of the 13F portfolio, value $752,574.

    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 10,098 shares
    Change vs previous 13F +995 shares

    0.07% of the 13F portfolio, value $662,853.

    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 9,103 shares
    Change vs previous 13F +445 shares

    0.07% of the 13F portfolio, value $549,688.

    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 8,658 shares
    Change vs previous 13F +5,948 shares

    0.07% of the 13F portfolio, value $441,717.

    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 2,710 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $152,466.

    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).