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Golden State Wealth Management, LLC: RDVY position timeline

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

Golden State Wealth Management, LLC held 116,217 RDVY 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 116,217 shares
    Change vs previous 13F -71,293 shares

    0.86% of the 13F portfolio, value $9,420,614.

    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 187,510 shares
    Change vs previous 13F -10,370 shares

    1.4% of the 13F portfolio, value $12,803,221.

    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 197,880 shares
    Change vs previous 13F +4,521 shares

    1.45% of the 13F portfolio, value $13,746,739.

    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 193,359 shares
    Change vs previous 13F -31,145 shares

    1.44% of the 13F portfolio, value $13,005,341.

    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 224,504 shares
    Change vs previous 13F +51,572 shares

    1.71% of the 13F portfolio, value $14,085,413.

    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 172,932 shares
    Change vs previous 13F +22,998 shares

    1.5% of the 13F portfolio, value $10,123,497.

    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 149,934 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $8,867,106.

    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).