Golden State Wealth Management, LLC
Position in PFGC — Performance Food Group Co
CIK 1776033
SANTA ANA, CA
Position in PFGC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$120,174
+$28,090 QoQ
Shares Held
1,075
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#380
of 524 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PFGC Over Time
Shares Held
Position Value (USD)
Position in Food Distribution
Consumer Defensive · as of Jun 30, 2026Golden State Wealth Management, LLC holds $263,380 across 3 Food Distribution names. PFGC ranks #2 (45.6% of the industry book) .
All Filings in PFGC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $120,174 | 1,075 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $92,084 | 1,075 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $46,938 | 522 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $54,308 | 522 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $45,659 | 522 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $16,512 | 210 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $16,910 | 200 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||