Golden State Wealth Management, LLC
Position in UNFI — United Natural Foods Inc
CIK 1776033
SANTA ANA, CA
Position in UNFI
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$130,753
+$68,526 QoQ
Shares Held
2,863
+107.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#261
of 360 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNFI Over Time
Shares Held
Position Value (USD)
Position in Food Distribution
Consumer Defensive · as of Jun 30, 2026Golden State Wealth Management, LLC holds $263,380 across 3 Food Distribution names. UNFI ranks #1 (49.6% of the industry book) .
All Filings in UNFI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $130,753 | 2,863 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $62,227 | 1,381 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,279 | 38 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,429 | 38 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $885 | 38 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||