Skip to content
Disclosery

Golden State Wealth Management, LLC: RWL position timeline

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

Golden State Wealth Management, LLC held 17,904 RWL 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 17,904 shares
    Change vs previous 13F +1,291 shares

    0.21% of the 13F portfolio, value $2,287,415.

    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 16,613 shares
    Change vs previous 13F -1,803 shares

    0.21% of the 13F portfolio, value $1,909,005.

    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 18,416 shares
    Change vs previous 13F -3,393 shares

    0.22% of the 13F portfolio, value $2,108,679.

    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 21,809 shares
    Change vs previous 13F -924 shares

    0.27% of the 13F portfolio, value $2,413,402.

    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 22,733 shares
    Change vs previous 13F +6,354 shares

    0.29% of the 13F portfolio, value $2,370,832.

    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 16,379 shares
    Change vs previous 13F +9,238 shares

    0.24% of the 13F portfolio, value $1,627,131.

    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 7,141 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $699,306.

    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).