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Golden State Wealth Management, LLC: JAAA position timeline

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

Golden State Wealth Management, LLC held 30,518 JAAA 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 30,518 shares
    Change vs previous 13F +22,500 shares

    0.14% of the 13F portfolio, value $1,540,857.

    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 8,018 shares
    Change vs previous 13F +1,111 shares

    0.04% of the 13F portfolio, value $403,866.

    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 6,907 shares
    Change vs previous 13F +1,376 shares

    0.04% of the 13F portfolio, value $349,404.

    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 5,531 shares
    Change vs previous 13F -4,906 shares

    0.03% of the 13F portfolio, value $280,879.

    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 10,437 shares
    Change vs previous 13F +10,029 shares

    0.06% of the 13F portfolio, value $529,716.

    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 408 shares
    Change vs previous 13F -396 shares

    <0.01% of the 13F portfolio, value $20,727.

    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 804 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $40,777.

    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).