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Golden State Wealth Management, LLC: HTRB position timeline

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

Golden State Wealth Management, LLC held 16,828 HTRB 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 16,828 shares
    Change vs previous 13F +18 shares

    0.05% of the 13F portfolio, value $567,706.

    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 16,810 shares
    Change vs previous 13F -27,368 shares

    0.06% of the 13F portfolio, value $567,188.

    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 44,178 shares
    Change vs previous 13F -1,057 shares

    0.16% of the 13F portfolio, value $1,508,682.

    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 45,235 shares
    Change vs previous 13F -172 shares

    0.17% of the 13F portfolio, value $1,551,107.

    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 45,407 shares
    Change vs previous 13F -1,043 shares

    0.19% of the 13F portfolio, value $1,537,945.

    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 46,450 shares
    Change vs previous 13F -67,003 shares

    0.23% of the 13F portfolio, value $1,572,806.

    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 113,453 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $3,781,430.

    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).