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Golden State Wealth Management, LLC: UCON position timeline

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

Golden State Wealth Management, LLC held 204,175 UCON 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 204,175 shares
    Change vs previous 13F -30,945 shares

    0.46% of the 13F portfolio, value $5,079,895.

    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 235,120 shares
    Change vs previous 13F +39,847 shares

    0.64% of the 13F portfolio, value $5,823,924.

    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 195,273 shares
    Change vs previous 13F +31,530 shares

    0.52% of the 13F portfolio, value $4,915,023.

    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 163,743 shares
    Change vs previous 13F +27,430 shares

    0.46% of the 13F portfolio, value $4,124,424.

    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 136,313 shares
    Change vs previous 13F +14,709 shares

    0.41% of the 13F portfolio, value $3,392,834.

    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 121,604 shares
    Change vs previous 13F -2,091 shares

    0.45% of the 13F portfolio, value $3,009,708.

    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 123,695 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $3,049,101.

    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).