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Golden State Wealth Management, LLC: HTGC position timeline

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

Golden State Wealth Management, LLC held 26,713 HTGC 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 26,713 shares
    Change vs previous 13F -28,526 shares

    0.04% of the 13F portfolio, value $421,277.

    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 55,239 shares
    Change vs previous 13F -8,417 shares

    0.09% of the 13F portfolio, value $815,884.

    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 63,656 shares
    Change vs previous 13F -921 shares

    0.13% of the 13F portfolio, value $1,198,023.

    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 64,577 shares
    Change vs previous 13F -10,961 shares

    0.13% of the 13F portfolio, value $1,221,168.

    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 75,538 shares
    Change vs previous 13F -27,948 shares

    0.17% of the 13F portfolio, value $1,380,847.

    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 103,486 shares
    Change vs previous 13F -12,172 shares

    0.3% of the 13F portfolio, value $1,987,988.

    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 115,658 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $2,323,582.

    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).