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Golden State Wealth Management, LLC: PYLD position timeline

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

Golden State Wealth Management, LLC held 138,057 PYLD 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 138,057 shares
    Change vs previous 13F +39,713 shares

    0.33% of the 13F portfolio, value $3,661,266.

    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 98,344 shares
    Change vs previous 13F +12,427 shares

    0.28% of the 13F portfolio, value $2,576,620.

    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 85,917 shares
    Change vs previous 13F +2,688 shares

    0.24% of the 13F portfolio, value $2,292,268.

    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 83,229 shares
    Change vs previous 13F +60,587 shares

    0.25% of the 13F portfolio, value $2,233,876.

    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 22,642 shares
    Change vs previous 13F +5,717 shares

    0.07% of the 13F portfolio, value $600,941.

    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 16,925 shares
    Change vs previous 13F +1,848 shares

    0.07% of the 13F portfolio, value $445,989.

    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 15,077 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $390,805.

    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).