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Golden State Wealth Management, LLC: WINN position timeline

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

Golden State Wealth Management, LLC held 431,368 WINN 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 431,368 shares
    Change vs previous 13F -123,186 shares

    1.28% of the 13F portfolio, value $14,006,516.

    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 554,554 shares
    Change vs previous 13F +31,311 shares

    1.68% of the 13F portfolio, value $15,376,692.

    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 523,243 shares
    Change vs previous 13F +34,818 shares

    1.72% of the 13F portfolio, value $16,275,180.

    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 488,425 shares
    Change vs previous 13F -21,947 shares

    1.68% of the 13F portfolio, value $15,219,351.

    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 510,372 shares
    Change vs previous 13F -69,735 shares

    1.81% of the 13F portfolio, value $14,864,632.

    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 580,107 shares
    Change vs previous 13F +17,762 shares

    2.11% of the 13F portfolio, value $14,212,790.

    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 562,345 shares
    Change vs previous 13F not available

    2.29% of the 13F portfolio, value $15,301,402.

    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).