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Golden State Wealth Management, LLC

Position in WDFC — Wd 40 Co

CIK 1776033 SANTA ANA, CA

Position in WDFC

as of Jun 30, 2026 · filed Jul 22, 2026
Position Value
$11,451
+$1,866 QoQ
Shares Held
47
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#324
of 383 holders
Holding Since
Jun 2021
11 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in WDFC Over Time

Shares Held

Position Value (USD)

Position in Specialty Chemicals

Basic Materials · as of Jun 30, 2026

Golden State Wealth Management, LLC holds $1,251,787 across 14 Specialty Chemicals names. WDFC ranks #9 (0.9% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in WDFC

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11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $11,451 47
2026-03-31 $9,585 47
2025-12-31 $9,254 47
2025-09-30 $9,287 47
2025-06-30 $10,720 47
2025-03-31 $11,468 47
2024-12-31 $11,405 47
2022-03-31 $283,456 1,547
2021-12-31 $433,991 1,774
2021-09-30 $396,062 1,711
2021-06-30 $432,104 1,686