Skip to content
Disclosery

Golden State Wealth Management, LLC: SPIB position timeline

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

Golden State Wealth Management, LLC held 63,732 SPIB 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 63,732 shares
    Change vs previous 13F -774 shares

    0.19% of the 13F portfolio, value $2,132,494.

    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 64,506 shares
    Change vs previous 13F +520 shares

    0.24% of the 13F portfolio, value $2,163,553.

    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 63,986 shares
    Change vs previous 13F +3,239 shares

    0.23% of the 13F portfolio, value $2,163,381.

    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 60,747 shares
    Change vs previous 13F +3,025 shares

    0.23% of the 13F portfolio, value $2,058,735.

    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 57,722 shares
    Change vs previous 13F +2,361 shares

    0.24% of the 13F portfolio, value $1,938,309.

    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 55,361 shares
    Change vs previous 13F +5,904 shares

    0.27% of the 13F portfolio, value $1,840,228.

    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 49,457 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,620,222.

    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).