Golden State Wealth Management, LLC
Position in STAG — STAG Industrial, Inc.
CIK 1776033
SANTA ANA, CA
Position in STAG
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,674
+$124 QoQ
Shares Held
44
+2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#503
of 541 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in STAG Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Golden State Wealth Management, LLC holds $304,209 across 4 REIT - Industrial names. STAG ranks #4 (0.6% of the industry book) .
All Filings in STAG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,674 | 44 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,550 | 43 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,580 | 43 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,517 | 43 | Shares | Sole | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||