Skip to content
Disclosery

Golden State Wealth Management, LLC: ITOT position timeline

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

Golden State Wealth Management, LLC held 4,284 ITOT 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 4,284 shares
    Change vs previous 13F +229 shares

    0.06% of the 13F portfolio, value $703,856.

    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 4,055 shares
    Change vs previous 13F -776 shares

    0.06% of the 13F portfolio, value $577,627.

    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 4,831 shares
    Change vs previous 13F +236 shares

    0.08% of the 13F portfolio, value $718,435.

    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 4,595 shares
    Change vs previous 13F -317 shares

    0.07% of the 13F portfolio, value $669,316.

    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 4,912 shares
    Change vs previous 13F -150 shares

    0.08% of the 13F portfolio, value $663,421.

    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 5,062 shares
    Change vs previous 13F -98 shares

    0.09% of the 13F portfolio, value $617,654.

    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 5,160 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $663,716.

    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).