Golden State Wealth Management, LLC: HD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Golden State Wealth Management, LLC on HD, newest first. How the timeline and the estimate are built.
Golden State Wealth Management, LLC held 5,964 HD shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 5,964 sharesChange vs previous 13F -106 shares
0.19% of the 13F portfolio, value $2,103,626.
13F-HR 0001776033-26-000004 filed by Golden State Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,070 sharesChange vs previous 13F -983 shares
0.22% of the 13F portfolio, value $1,996,592.
13F-HR 0001776033-26-000003 filed by Golden State Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 7,053 sharesChange vs previous 13F +374 shares
0.26% of the 13F portfolio, value $2,427,177.
13F-HR 0001776033-26-000001 filed by Golden State Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,679 sharesChange vs previous 13F -96 shares
0.3% of the 13F portfolio, value $2,706,615.
13F-HR 0001776033-25-000009 filed by Golden State Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,775 sharesChange vs previous 13F +1,063 shares
0.3% of the 13F portfolio, value $2,484,093.
13F-HR 0001776033-25-000007 filed by Golden State Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 5,712 sharesChange vs previous 13F +669 shares
0.31% of the 13F portfolio, value $2,093,419.
13F-HR/A 0001776033-25-000005 filed by Golden State Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,043 sharesChange vs previous 13F not available
0.29% of the 13F portfolio, value $1,961,978.
13F-HR 0001776033-25-000003 filed by Golden State Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).