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Golden State Wealth Management, LLC: USMC position timeline

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

Golden State Wealth Management, LLC held 213,613 USMC 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 213,613 shares
    Change vs previous 13F +3,910 shares

    1.44% of the 13F portfolio, value $15,834,421.

    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 209,703 shares
    Change vs previous 13F +1,740 shares

    1.47% of the 13F portfolio, value $13,486,437.

    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 207,963 shares
    Change vs previous 13F +9,587 shares

    1.5% of the 13F portfolio, value $14,235,083.

    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 198,376 shares
    Change vs previous 13F +2,812 shares

    1.49% of the 13F portfolio, value $13,523,911.

    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 195,564 shares
    Change vs previous 13F +3,965 shares

    1.49% of the 13F portfolio, value $12,234,488.

    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 191,599 shares
    Change vs previous 13F +6,810 shares

    1.62% of the 13F portfolio, value $10,878,991.

    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 184,789 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $11,092,886.

    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).