Golden State Wealth Management, LLC

Position in V — Visa Inc.

CIK 1776033 SANTA ANA, CA

Position in V

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$2,565,970

+$270,156 QoQ

Shares Held

7,479

-1.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.64%

of 13F equity value

Holder Rank

#2,144

of 4,491 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Golden State Wealth Management, LLC holds $4,992,801 across 10 Credit Services names. V ranks #1 (51.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	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

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,565,970	7,479	-1.5%	Shares	Sole	2026-07-22
2026-03-31	$2,295,814	7,596	+0.9%	Shares	Sole	2026-04-28
2025-12-31	$2,639,443	7,526	-0.9%	Shares	Sole	2026-02-13
2025-09-30	$2,592,438	7,594	+0.8%	Shares	Sole	2025-11-03
2025-06-30	$2,673,880	7,531	-1.7%	Shares	Sole	2025-08-06
2025-03-31	$2,686,275	7,665	-0.5%	Shares	Sole	2025-04-24
2024-12-31	$2,434,771	7,704	-10.6%	Shares	Sole	2025-01-28
2022-03-31	$1,910,105	8,613	-30.0%	Shares	Sole	2022-05-19
2021-12-31	$2,665,749	12,301	+40.9%	Shares	Sole	2022-02-14
2021-09-30	$1,944,830	8,731	-0.0%	Shares	Sole	2021-11-15
2021-06-30	$2,042,183	8,734	+28.5%	Shares	Sole	2021-08-12
2021-03-31	$1,439,128	6,797	-34.6%	Shares	Sole	2021-05-14
2020-12-31	$2,271,729	10,386	+16.8%	Shares	Sole	2021-01-28
2020-09-30	$1,778,733	8,895	-14.1%	Shares	Sole	2020-11-12
2020-06-30	$1,999,695	10,352	+24.3%	Shares	Sole	2020-08-13
2020-03-31	$1,342,129	8,330	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.