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Golden State Wealth Management, LLC: VIG position timeline

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

Golden State Wealth Management, LLC held 26,804 VIG 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 26,804 shares
    Change vs previous 13F -650 shares

    0.58% of the 13F portfolio, value $6,342,356.

    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 27,454 shares
    Change vs previous 13F +530 shares

    0.65% of the 13F portfolio, value $5,904,330.

    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 26,924 shares
    Change vs previous 13F +102 shares

    0.62% of the 13F portfolio, value $5,917,351.

    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 26,822 shares
    Change vs previous 13F +20 shares

    0.64% of the 13F portfolio, value $5,788,015.

    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 26,802 shares
    Change vs previous 13F +1,970 shares

    0.67% of the 13F portfolio, value $5,485,650.

    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 24,832 shares
    Change vs previous 13F +2,109 shares

    0.72% of the 13F portfolio, value $4,817,226.

    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 22,723 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $4,450,001.

    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).