Golden State Wealth Management, LLC
Position in SEVN — Seven Hills Realty Trust
CIK 1776033
SANTA ANA, CA
Position in SEVN
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$8,072
-$667 QoQ
Shares Held
982
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#67
of 90 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SEVN 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. SEVN ranks #2 (4.9% of the industry book) .
All Filings in SEVN
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,072 | 982 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $8,739 | 982 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $10,124 | 982 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $11,852 | 982 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $12,265 | 982 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $12,844 | 982 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||