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Golden State Wealth Management, LLC: PDI position timeline

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

Golden State Wealth Management, LLC held 5,506 PDI 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 5,506 shares
    Change vs previous 13F +1,808 shares

    0.01% of the 13F portfolio, value $91,956.

    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 3,698 shares
    Change vs previous 13F -2,566 shares

    0.01% of the 13F portfolio, value $63,279.

    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 6,264 shares
    Change vs previous 13F +190 shares

    0.01% of the 13F portfolio, value $110,937.

    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 6,074 shares
    Change vs previous 13F +177 shares

    0.01% of the 13F portfolio, value $120,271.

    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 5,897 shares
    Change vs previous 13F +174 shares

    0.01% of the 13F portfolio, value $111,868.

    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 5,723 shares
    Change vs previous 13F +190 shares

    0.02% of the 13F portfolio, value $113,334.

    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 5,533 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $101,484.

    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).