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Golden State Wealth Management, LLC: SPYV position timeline

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

Golden State Wealth Management, LLC held 72,626 SPYV 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 72,626 shares
    Change vs previous 13F -11,836 shares

    0.4% of the 13F portfolio, value $4,414,938.

    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 84,462 shares
    Change vs previous 13F -5,090 shares

    0.52% of the 13F portfolio, value $4,778,919.

    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 89,552 shares
    Change vs previous 13F +6,103 shares

    0.54% of the 13F portfolio, value $5,087,489.

    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 83,449 shares
    Change vs previous 13F +2,197 shares

    0.51% of the 13F portfolio, value $4,617,241.

    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 81,252 shares
    Change vs previous 13F -875 shares

    0.52% of the 13F portfolio, value $4,252,771.

    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 82,127 shares
    Change vs previous 13F +505 shares

    0.62% of the 13F portfolio, value $4,194,251.

    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 81,622 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $4,174,196.

    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).