Position in RWT
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$5,935
+$85 QoQ
Shares Held
1,058
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
8 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in RWT Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026Golden State Wealth Management, LLC holds $165,260 across 5 REIT - Mortgage names. RWT ranks #3 (3.6% of the industry book) .
All Filings in RWT
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,935 | 1,058 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $5,850 | 1,058 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,125 | 1,058 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $6,252 | 1,058 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $6,422 | 1,058 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $6,908 | 1,058 | Shares | Sole | 2025-01-28 | |
| 2020-09-30 | $7,956 | 1,058 | Shares | Sole | 2020-11-12 | |
| 2020-03-31 | $5,353 | 1,058 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||