Position in SEZL
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$12,357
+$7,801 QoQ
Shares Held
72
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#276
of 323 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SEZL Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Golden State Wealth Management, LLC holds $4,992,801 across 10 Credit Services names. SEZL ranks #9 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
7,479 | $2,565,970 | |
| 2 | AXP |
American Express Co
|
3,780 | $1,278,585 | |
| 3 | COF |
Capital One Financial Corp
|
1,939 | $389,002 | |
| 4 | MA |
Mastercard Inc
|
754 | $387,254 | |
| 5 | EZPW |
Ezcorp Inc
|
5,980 | $206,728 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
1,665 | $71,894 | |
| 7 | OMF |
OneMain Holdings, Inc.
|
912 | $55,604 | |
| 8 | SYF |
Synchrony Financial
|
228 | $17,339 |
All Filings in SEZL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,357 | 72 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $4,556 | 72 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $4,570 | 72 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,726 | 72 | Shares | Sole | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||