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Golden State Wealth Management, LLC: SPYG position timeline

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

Golden State Wealth Management, LLC held 32,876 SPYG 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 32,876 shares
    Change vs previous 13F -14,141 shares

    0.36% of the 13F portfolio, value $3,912,011.

    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 47,017 shares
    Change vs previous 13F -27,150 shares

    0.5% of the 13F portfolio, value $4,603,543.

    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 74,167 shares
    Change vs previous 13F +2,605 shares

    0.84% of the 13F portfolio, value $7,913,671.

    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 71,562 shares
    Change vs previous 13F +5,168 shares

    0.83% of the 13F portfolio, value $7,479,035.

    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 66,394 shares
    Change vs previous 13F -1,174 shares

    0.77% of the 13F portfolio, value $6,328,795.

    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 67,568 shares
    Change vs previous 13F +16,159 shares

    0.81% of the 13F portfolio, value $5,430,452.

    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 51,409 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $4,518,916.

    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).