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Golden State Wealth Management, LLC: PTF position timeline

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

Golden State Wealth Management, LLC held 4,594 PTF 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 4,594 shares
    Change vs previous 13F -571 shares

    0.06% of the 13F portfolio, value $626,210.

    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 5,165 shares
    Change vs previous 13F -1,455 shares

    0.05% of the 13F portfolio, value $445,871.

    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 6,620 shares
    Change vs previous 13F -19,660 shares

    0.05% of the 13F portfolio, value $506,336.

    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 26,280 shares
    Change vs previous 13F -491 shares

    0.22% of the 13F portfolio, value $1,966,160.

    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 26,771 shares
    Change vs previous 13F +3,487 shares

    0.22% of the 13F portfolio, value $1,828,196.

    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 23,284 shares
    Change vs previous 13F +494 shares

    0.2% of the 13F portfolio, value $1,372,842.

    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 22,790 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,653,638.

    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).