Golden State Wealth Management, LLC
Position in VMRK — Vivmark Residential
CIK 1776033
SANTA ANA, CA
Position in VMRK
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$8,355
+$1,080 QoQ
Shares Held
123
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#621
of 698 holders
Holding Since
Mar 2020
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VMRK Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Golden State Wealth Management, LLC holds $43,706 across 3 REIT - Residential names. VMRK ranks #3 (19.1% of the industry book) .
All Filings in VMRK
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,355 | 123 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $7,275 | 123 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $24,270 | 385 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $24,726 | 382 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $25,646 | 380 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $31,495 | 440 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $59,417 | 828 | Shares | Sole | 2025-01-28 | |
| 2020-03-31 | $4,134 | 67 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||