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Golden State Wealth Management, LLC: WCMI position timeline

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

Golden State Wealth Management, LLC held 107,368 WCMI 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 107,368 shares
    Change vs previous 13F +1,312 shares

    0.19% of the 13F portfolio, value $2,101,208.

    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 106,056 shares
    Change vs previous 13F -40,896 shares

    0.19% of the 13F portfolio, value $1,778,566.

    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 146,952 shares
    Change vs previous 13F +1,489 shares

    0.26% of the 13F portfolio, value $2,499,657.

    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 145,463 shares
    Change vs previous 13F +3,422 shares

    0.27% of the 13F portfolio, value $2,453,965.

    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 142,041 shares
    Change vs previous 13F +40,945 shares

    0.27% of the 13F portfolio, value $2,259,880.

    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 101,096 shares
    Change vs previous 13F -24,748 shares

    0.21% of the 13F portfolio, value $1,429,509.

    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 125,844 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,656,112.

    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).