Golden State Wealth Management, LLC
Position in WTW — Willis Towers Watson PLC
CIK 1776033
SANTA ANA, CA
Position in WTW
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$5,227
-$60,180 QoQ
Shares Held
20
-91.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#607
of 687 holders
Holding Since
Mar 2020
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Golden State Wealth Management, LLC holds $596,991 across 4 Insurance Brokers names. WTW ranks #3 (0.9% of the industry book) .
All Filings in WTW
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,227 | 20 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $65,407 | 225 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $73,935 | 225 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $79,798 | 231 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $70,801 | 231 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $77,728 | 230 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $72,045 | 230 | Shares | Sole | 2025-01-28 | |
| 2020-03-31 | $86,623 | 510 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||