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Golden State Wealth Management, LLC: IGRO position timeline

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

Golden State Wealth Management, LLC held 53 IGRO 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 53 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $4,660.

    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 53 shares
    Change vs previous 13F -26,508 shares

    <0.01% of the 13F portfolio, value $4,440.

    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 26,561 shares
    Change vs previous 13F +2,807 shares

    0.23% of the 13F portfolio, value $2,198,508.

    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 23,754 shares
    Change vs previous 13F +2,091 shares

    0.21% of the 13F portfolio, value $1,892,547.

    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 21,663 shares
    Change vs previous 13F +1,441 shares

    0.21% of the 13F portfolio, value $1,709,041.

    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 20,222 shares
    Change vs previous 13F +19,924 shares

    0.22% of the 13F portfolio, value $1,464,907.

    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 298 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $20,283.

    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).