Position in CI
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$68,920
+$29,708 QoQ
Shares Held
250
+70.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,427
of 1,682 holders
Holding Since
Mar 2020
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Golden State Wealth Management, LLC holds $1,109,199 across 5 Healthcare Plans names. CI ranks #3 (6.2% of the industry book) .
All Filings in CI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,920 | 250 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $39,212 | 147 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $42,660 | 155 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $50,155 | 174 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $68,430 | 207 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $97,713 | 297 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $77,319 | 280 | Shares | Sole | 2025-01-28 | |
| 2020-03-31 | $9,036 | 51 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||