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Golden State Wealth Management, LLC: HUSV position timeline

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

Golden State Wealth Management, LLC held 111,374 HUSV 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 111,374 shares
    Change vs previous 13F -4,584 shares

    0.4% of the 13F portfolio, value $4,374,457.

    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 115,958 shares
    Change vs previous 13F -64,025 shares

    0.49% of the 13F portfolio, value $4,446,455.

    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 179,983 shares
    Change vs previous 13F +3,366 shares

    0.74% of the 13F portfolio, value $6,963,998.

    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 176,617 shares
    Change vs previous 13F -4,826 shares

    0.78% of the 13F portfolio, value $7,035,709.

    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 181,443 shares
    Change vs previous 13F -2,675 shares

    0.88% of the 13F portfolio, value $7,245,006.

    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 184,118 shares
    Change vs previous 13F -2,249 shares

    1.1% of the 13F portfolio, value $7,399,699.

    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 186,367 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $6,964,500.

    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).