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Golden State Wealth Management, LLC: VNLA position timeline

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

Golden State Wealth Management, LLC held 111,940 VNLA 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 111,940 shares
    Change vs previous 13F +2,922 shares

    0.5% of the 13F portfolio, value $5,469,974.

    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 109,018 shares
    Change vs previous 13F -4,679 shares

    0.58% of the 13F portfolio, value $5,326,663.

    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 113,697 shares
    Change vs previous 13F +4,348 shares

    0.59% of the 13F portfolio, value $5,587,116.

    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 109,349 shares
    Change vs previous 13F -2,167 shares

    0.59% of the 13F portfolio, value $5,389,839.

    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 111,516 shares
    Change vs previous 13F -635 shares

    0.67% of the 13F portfolio, value $5,486,603.

    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 112,151 shares
    Change vs previous 13F +1,491 shares

    0.82% of the 13F portfolio, value $5,512,255.

    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 110,660 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $5,412,401.

    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).