Position in FSV
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$568
+$13 QoQ
Shares Held
4
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#269
of 275 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FSV Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026Golden State Wealth Management, LLC holds $49,512 across 8 Real Estate Services names. FSV ranks #7 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOUG |
Douglas Elliman Inc.
|
15,000 | $26,550 | |
| 2 | 600 | $10,920 | |||
| 3 | CSGP |
Costar Group, Inc.
|
190 | $5,380 | |
| 4 | AGNT |
AGNT, Inc.
|
643 | $3,478 | |
| 5 | OPEN |
Opendoor Technologies Inc.
|
327 | $1,510 | |
| 6 | CBRE |
Cbre Group, Inc.
|
7 | $942 | |
| 7 | FSV |
FirstService Corp
This page
|
4 | $568 | |
| 8 | RMR |
Rmr Group Inc.
|
8 | $164 |
All Filings in FSV
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $568 | 4 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $555 | 4 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $622 | 4 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $761 | 4 | Shares | Sole | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||