Skip to content
Disclosery

Golden State Wealth Management, LLC: SPAB position timeline

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

Golden State Wealth Management, LLC held 436,311 SPAB 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 436,311 shares
    Change vs previous 13F -25,593 shares

    1.02% of the 13F portfolio, value $11,134,675.

    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 461,904 shares
    Change vs previous 13F -43,088 shares

    1.29% of the 13F portfolio, value $11,833,994.

    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 504,992 shares
    Change vs previous 13F +556 shares

    1.37% of the 13F portfolio, value $13,003,556.

    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 504,436 shares
    Change vs previous 13F +641 shares

    1.44% of the 13F portfolio, value $13,039,677.

    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 503,795 shares
    Change vs previous 13F -8,014 shares

    1.57% of the 13F portfolio, value $12,897,157.

    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 511,809 shares
    Change vs previous 13F +854 shares

    1.94% of the 13F portfolio, value $13,071,612.

    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 510,955 shares
    Change vs previous 13F not available

    1.91% of the 13F portfolio, value $12,768,788.

    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).