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Golden State Wealth Management, LLC: QGRO position timeline

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

Golden State Wealth Management, LLC held 101,086 QGRO 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 101,086 shares
    Change vs previous 13F -35,159 shares

    1.09% of the 13F portfolio, value $11,933,225.

    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 136,245 shares
    Change vs previous 13F +3,993 shares

    1.56% of the 13F portfolio, value $14,309,885.

    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 132,252 shares
    Change vs previous 13F +4,166 shares

    1.6% of the 13F portfolio, value $15,145,541.

    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 128,086 shares
    Change vs previous 13F +113,999 shares

    1.62% of the 13F portfolio, value $14,653,060.

    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 14,087 shares
    Change vs previous 13F +5,374 shares

    0.19% of the 13F portfolio, value $1,537,202.

    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 8,713 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $816,162.

    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).