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Golden State Wealth Management, LLC: HEEM position timeline

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

Golden State Wealth Management, LLC held 2,363 HEEM 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 2,363 shares
    Change vs previous 13F -614 shares

    0.01% of the 13F portfolio, value $105,700.

    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 2,977 shares
    Change vs previous 13F -1,393 shares

    0.01% of the 13F portfolio, value $109,913.

    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 4,370 shares
    Change vs previous 13F -1,687 shares

    0.02% of the 13F portfolio, value $151,903.

    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 6,057 shares
    Change vs previous 13F -561 shares

    0.02% of the 13F portfolio, value $203,847.

    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 6,618 shares
    Change vs previous 13F +2,634 shares

    0.02% of the 13F portfolio, value $199,168.

    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 3,984 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $111,873.

    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).