Golden State Wealth Management, LLC: QWLD position timeline

Golden State Wealth Management, LLC held 1,151 QWLD 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 1,151 shares

   Change vs previous 13F -750 shares

   0.02% of the 13F portfolio, value $174,931.

   13F-HR 0001776033-26-000004 filed by Golden State Wealth Management, LLC
   Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 1,901 shares

   Change vs previous 13F -3,084 shares

   0.03% of the 13F portfolio, value $272,243.

   13F-HR 0001776033-26-000003 filed by Golden State Wealth Management, LLC
   Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 4,985 shares

   Change vs previous 13F -218 shares

   0.08% of the 13F portfolio, value $714,159.

   13F-HR 0001776033-26-000001 filed by Golden State Wealth Management, LLC
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 5,203 shares

   Change vs previous 13F -3,411 shares

   0.08% of the 13F portfolio, value $730,743.

   13F-HR 0001776033-25-000009 filed by Golden State Wealth Management, LLC
   Filed 2025-11-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 8,614 shares

   Change vs previous 13F not available

   0.14% of the 13F portfolio, value $1,161,960.

   13F-HR 0001776033-25-000007 filed by Golden State Wealth Management, LLC
   Filed 2025-08-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).