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Golden State Wealth Management, LLC: SDVY position timeline

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

Golden State Wealth Management, LLC held 270,892 SDVY 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 270,892 shares
    Change vs previous 13F -26,166 shares

    1.07% of the 13F portfolio, value $11,686,296.

    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 297,058 shares
    Change vs previous 13F +3,904 shares

    1.28% of the 13F portfolio, value $11,713,005.

    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 293,154 shares
    Change vs previous 13F -12,117 shares

    1.19% of the 13F portfolio, value $11,233,657.

    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 305,271 shares
    Change vs previous 13F +2,087 shares

    1.28% of the 13F portfolio, value $11,606,248.

    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 303,184 shares
    Change vs previous 13F +8,513 shares

    1.3% of the 13F portfolio, value $10,696,328.

    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 294,671 shares
    Change vs previous 13F +45,267 shares

    1.47% of the 13F portfolio, value $9,871,583.

    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 249,404 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $8,941,174.

    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).