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Golden State Wealth Management, LLC: SPYM position timeline

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

Golden State Wealth Management, LLC held 80,364 SPYM 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 80,364 shares
    Change vs previous 13F +6,416 shares

    0.64% of the 13F portfolio, value $7,062,449.

    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 73,948 shares
    Change vs previous 13F -42,644 shares

    0.62% of the 13F portfolio, value $5,660,065.

    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 116,592 shares
    Change vs previous 13F +3,830 shares

    0.99% of the 13F portfolio, value $9,353,033.

    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 112,762 shares
    Change vs previous 13F -2,253 shares

    0.97% of the 13F portfolio, value $8,833,841.

    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 115,015 shares
    Change vs previous 13F +4,899 shares

    1.02% of the 13F portfolio, value $8,360,470.

    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 110,116 shares
    Change vs previous 13F +3,106 shares

    1.08% of the 13F portfolio, value $7,241,257.

    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 107,010 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $7,377,290.

    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).