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Golden State Wealth Management, LLC: PID position timeline

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

Golden State Wealth Management, LLC held 19,775 PID 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 19,775 shares
    Change vs previous 13F -2,038 shares

    0.04% of the 13F portfolio, value $439,018.

    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 21,813 shares
    Change vs previous 13F -1,905 shares

    0.05% of the 13F portfolio, value $485,274.

    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 23,718 shares
    Change vs previous 13F -3,414 shares

    0.06% of the 13F portfolio, value $521,816.

    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 27,132 shares
    Change vs previous 13F -2,319 shares

    0.06% of the 13F portfolio, value $577,035.

    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 29,451 shares
    Change vs previous 13F -8,132 shares

    0.07% of the 13F portfolio, value $603,779.

    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 37,583 shares
    Change vs previous 13F -21,519 shares

    0.11% of the 13F portfolio, value $716,711.

    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 59,102 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,082,168.

    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).