Golden State Wealth Management, LLC: LMT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Golden State Wealth Management, LLC on LMT, newest first. How the timeline and the estimate are built.
Golden State Wealth Management, LLC held 2,834 LMT shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 2,834 sharesChange vs previous 13F +11 shares
0.13% of the 13F portfolio, value $1,443,926.
13F-HR 0001776033-26-000004 filed by Golden State Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,823 sharesChange vs previous 13F +36 shares
0.19% of the 13F portfolio, value $1,706,247.
13F-HR 0001776033-26-000003 filed by Golden State Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,787 sharesChange vs previous 13F +7 shares
0.14% of the 13F portfolio, value $1,348,383.
13F-HR 0001776033-26-000001 filed by Golden State Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,780 sharesChange vs previous 13F -58 shares
0.15% of the 13F portfolio, value $1,388,052.
13F-HR 0001776033-25-000009 filed by Golden State Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,838 sharesChange vs previous 13F +242 shares
0.16% of the 13F portfolio, value $1,314,557.
13F-HR 0001776033-25-000007 filed by Golden State Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 2,596 sharesChange vs previous 13F -142 shares
0.17% of the 13F portfolio, value $1,159,758.
13F-HR/A 0001776033-25-000005 filed by Golden State Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,738 sharesChange vs previous 13F not available
0.2% of the 13F portfolio, value $1,330,547.
13F-HR 0001776033-25-000003 filed by Golden State Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).