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Golden State Wealth Management, LLC: MSIF position timeline

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

Golden State Wealth Management, LLC held 3,638 MSIF 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 3,638 shares
    Change vs previous 13F -3,523 shares

    <0.01% of the 13F portfolio, value $42,096.

    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 7,161 shares
    Change vs previous 13F +2,950 shares

    0.01% of the 13F portfolio, value $87,225.

    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 4,211 shares
    Change vs previous 13F +2,970 shares

    0.01% of the 13F portfolio, value $55,343.

    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 1,241 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $16,303.

    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).