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Golden State Wealth Management, LLC: LRGE position timeline

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

Golden State Wealth Management, LLC held 7,008 LRGE 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 7,008 shares
    Change vs previous 13F -510 shares

    0.05% of the 13F portfolio, value $600,305.

    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 7,518 shares
    Change vs previous 13F -605 shares

    0.06% of the 13F portfolio, value $565,354.

    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 8,123 shares
    Change vs previous 13F +400 shares

    0.07% of the 13F portfolio, value $668,826.

    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 7,723 shares
    Change vs previous 13F -2,291 shares

    0.07% of the 13F portfolio, value $643,734.

    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 10,014 shares
    Change vs previous 13F -181 shares

    0.1% of the 13F portfolio, value $794,213.

    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 10,195 shares
    Change vs previous 13F +406 shares

    0.11% of the 13F portfolio, value $711,407.

    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 9,789 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $736,727.

    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).