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Golden State Wealth Management, LLC: MMIT position timeline

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

Golden State Wealth Management, LLC held 78,964 MMIT 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 78,964 shares
    Change vs previous 13F -893 shares

    0.18% of the 13F portfolio, value $1,922,787.

    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 79,857 shares
    Change vs previous 13F +649 shares

    0.21% of the 13F portfolio, value $1,924,960.

    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 79,208 shares
    Change vs previous 13F +1,045 shares

    0.2% of the 13F portfolio, value $1,927,144.

    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 78,163 shares
    Change vs previous 13F -2,232 shares

    0.21% of the 13F portfolio, value $1,899,384.

    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 80,395 shares
    Change vs previous 13F -893 shares

    0.23% of the 13F portfolio, value $1,917,444.

    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 81,288 shares
    Change vs previous 13F -15,209 shares

    0.29% of the 13F portfolio, value $1,948,486.

    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 96,497 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $2,316,895.

    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).