Skip to content
Disclosery

Golden State Wealth Management, LLC: GEM position timeline

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

Golden State Wealth Management, LLC held 19,766 GEM 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 19,766 shares
    Change vs previous 13F -658 shares

    0.09% of the 13F portfolio, value $1,027,833.

    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 20,424 shares
    Change vs previous 13F -12,912 shares

    0.1% of the 13F portfolio, value $882,322.

    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 33,336 shares
    Change vs previous 13F -340 shares

    0.15% of the 13F portfolio, value $1,387,461.

    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 33,676 shares
    Change vs previous 13F -726 shares

    0.15% of the 13F portfolio, value $1,371,644.

    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 34,402 shares
    Change vs previous 13F -3,243 shares

    0.16% of the 13F portfolio, value $1,280,113.

    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 37,645 shares
    Change vs previous 13F -1,023 shares

    0.19% of the 13F portfolio, value $1,249,062.

    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 38,668 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,234,306.

    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).