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Golden State Wealth Management, LLC: USFR position timeline

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

Golden State Wealth Management, LLC held 79,896 USFR 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 79,896 shares
    Change vs previous 13F -730 shares

    0.37% of the 13F portfolio, value $4,022,803.

    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 80,626 shares
    Change vs previous 13F -25,273 shares

    0.44% of the 13F portfolio, value $4,058,739.

    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 105,899 shares
    Change vs previous 13F -12,465 shares

    0.56% of the 13F portfolio, value $5,328,885.

    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 118,364 shares
    Change vs previous 13F -34,042 shares

    0.66% of the 13F portfolio, value $5,950,191.

    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 152,406 shares
    Change vs previous 13F +33,009 shares

    0.93% of the 13F portfolio, value $7,667,547.

    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 119,397 shares
    Change vs previous 13F -11,477 shares

    0.89% of the 13F portfolio, value $6,009,261.

    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 130,874 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $6,585,637.

    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).