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Golden State Wealth Management, LLC: PSET position timeline

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

Golden State Wealth Management, LLC held 24,549 PSET 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 24,549 shares
    Change vs previous 13F -1,108 shares

    0.17% of the 13F portfolio, value $1,860,728.

    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 25,657 shares
    Change vs previous 13F -2,193 shares

    0.2% of the 13F portfolio, value $1,785,071.

    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 27,850 shares
    Change vs previous 13F -261 shares

    0.22% of the 13F portfolio, value $2,125,066.

    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 28,111 shares
    Change vs previous 13F -1,298 shares

    0.24% of the 13F portfolio, value $2,139,488.

    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 29,409 shares
    Change vs previous 13F -745 shares

    0.26% of the 13F portfolio, value $2,164,503.

    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 30,154 shares
    Change vs previous 13F +311 shares

    0.3% of the 13F portfolio, value $1,990,464.

    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 29,843 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $2,135,862.

    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).