Golden State Wealth Management, LLC
Position in UTMD — Utah Medical Products Inc
CIK 1776033
SANTA ANA, CA
Position in UTMD
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$34,490
+$3,495 QoQ
Shares Held
500
0.0% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#76
of 115 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UTMD Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Golden State Wealth Management, LLC holds $1,244,804 across 12 Medical Instruments & Supplies names. UTMD ranks #3 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
1,585 | $630,322 | |
| 2 | BDX |
Becton Dickinson & Co
|
3,417 | $517,094 | |
| 3 | UTMD |
Utah Medical Products Inc
This page
|
500 | $34,490 | |
| 4 | WRBY |
Warby Parker Inc.
|
589 | $17,870 | |
| 5 | SOLV |
Solventum Corp
|
185 | $14,272 | |
| 6 | ALC |
Alcon Inc
|
173 | $11,608 | |
| 7 | MDLN |
Medline Inc.
|
200 | $7,888 | |
| 8 | RMD |
Resmed Inc
|
33 | $6,431 |
All Filings in UTMD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,490 | 500 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $30,995 | 500 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $27,980 | 500 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $31,485 | 500 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $28,460 | 500 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $28,020 | 500 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $30,735 | 500 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||