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Golden State Wealth Management, LLC: TBLL position timeline

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

Golden State Wealth Management, LLC held 7,876 TBLL 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 7,876 shares
    Change vs previous 13F +1,804 shares

    0.08% of the 13F portfolio, value $831,470.

    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 6,072 shares
    Change vs previous 13F -1,342 shares

    0.07% of the 13F portfolio, value $640,902.

    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 7,414 shares
    Change vs previous 13F +1,489 shares

    0.08% of the 13F portfolio, value $783,292.

    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 5,925 shares
    Change vs previous 13F +452 shares

    0.07% of the 13F portfolio, value $625,971.

    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 5,473 shares
    Change vs previous 13F -1,020 shares

    0.07% of the 13F portfolio, value $577,618.

    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 6,493 shares
    Change vs previous 13F -856 shares

    0.1% of the 13F portfolio, value $685,239.

    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 7,349 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $776,054.

    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).