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Golden State Wealth Management, LLC: XLK position timeline

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

Golden State Wealth Management, LLC held 12,411 XLK 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 12,411 shares
    Change vs previous 13F -1,115 shares

    0.22% of the 13F portfolio, value $2,364,714.

    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 13,526 shares
    Change vs previous 13F -1,372 shares

    0.2% of the 13F portfolio, value $1,797,619.

    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 14,898 shares
    Change vs previous 13F +7,232 shares

    0.23% of the 13F portfolio, value $2,144,950.

    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 7,666 shares
    Change vs previous 13F -251 shares

    0.24% of the 13F portfolio, value $2,160,920.

    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 7,917 shares
    Change vs previous 13F -326 shares

    0.24% of the 13F portfolio, value $2,004,854.

    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 8,243 shares
    Change vs previous 13F +279 shares

    0.25% of the 13F portfolio, value $1,702,031.

    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 7,964 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,851,807.

    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).