Golden State Wealth Management, LLC
Position in NGVC — Natural Grocers by Vitamin Cottage, Inc.
CIK 1776033
SANTA ANA, CA
Position in NGVC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$23,637
+$5,077 QoQ
Shares Held
762
+6.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#112
of 158 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NGVC Over Time
Shares Held
Position Value (USD)
Position in Grocery Stores
Consumer Defensive · as of Jun 30, 2026Golden State Wealth Management, LLC holds $56,321 across 3 Grocery Stores names. NGVC ranks #2 (42.0% of the industry book) .
All Filings in NGVC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,637 | 762 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $18,560 | 718 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $17,985 | 718 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $28,720 | 718 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $28,181 | 718 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $28,863 | 718 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $26,731 | 673 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||