Position in IT
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$388
-$87 QoQ
Shares Held
3
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#628
of 647 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IT Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Golden State Wealth Management, LLC holds $651,092 across 15 Information Technology Services names. IT ranks #15 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
1,716 | $482,556 | |
| 2 | LDOS |
Leidos Holdings, Inc.
|
549 | $56,530 | |
| 3 | CHRN |
ChronoScale Holdings Corp
|
1,299 | $28,863 | |
| 4 | ACN |
Accenture plc
|
210 | $26,132 | |
| 5 | APLD |
Applied Digital Corp.
|
395 | $14,733 | |
| 6 | INFY |
Infosys Ltd
|
1,000 | $10,490 | |
| 7 | CDW |
CDW Corp
|
56 | $7,875 | |
| 8 | CTSH |
Cognizant Technology Solutions Corp
|
201 | $7,784 |
All Filings in IT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $388 | 3 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $475 | 3 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $756 | 3 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $788 | 3 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,212 | 3 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,259 | 3 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,453 | 3 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||