Position in PRI
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$13,073
+$1,551 QoQ
Shares Held
46
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#447
of 519 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PRI Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Golden State Wealth Management, LLC holds $260,822 across 6 Insurance - Life names. PRI ranks #4 (5.0% of the industry book) .
All Filings in PRI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,073 | 46 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $11,522 | 46 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $11,884 | 46 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $12,769 | 46 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $12,588 | 46 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $34,997 | 123 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $33,384 | 123 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||