Golden State Wealth Management, LLC
CIK
0001776033
City
SANTA ANA
State / Country
CA
Holdings in DFP
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $87,484 | 4,208 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $89,394 | 4,131 | Shares | Sole | 2025-11-03 |
| 2025-06-30 | $83,433 | 4,064 | Shares | Sole | 2025-08-06 |
| 2025-03-31 | $80,879 | 3,996 | Shares | Sole | 2025-04-24 |
| 2024-12-31 | $78,384 | 3,931 | Shares | Sole | 2025-01-28 |
| 2021-09-30 | $203,788 | 7,076 | Shares | Sole | 2021-11-15 |
| 2021-06-30 | $210,991 | 7,206 | Shares | Sole | 2021-08-12 |
| 2021-03-31 | $214,936 | 7,136 | Shares | Sole | 2021-05-14 |
| 2020-12-31 | $205,367 | 7,067 | Shares | Sole | 2021-01-28 |
| 2020-09-30 | $191,045 | 6,998 | Shares | Sole | 2020-11-12 |
| 2020-06-30 | $203,861 | 8,379 | Shares | Sole | 2020-08-13 |
| 2020-03-31 | $167,888 | 8,299 | Shares | Sole | 2020-04-17 |