Current Market Value 821,792,812
Current Holdings 1568
Most Recent File Date 2025-08-06
Total Filings on Record 19
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Golden State Wealth Management, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-06 2025-06-30 13F-HR 1568 821,793
2025-04-24 2025-03-31 13F-HR/A 1 R 1588 673,026
2025-04-23 2025-03-31 13F-HR 2149 235,021,042
2025-01-28 2024-12-31 13F-HR 1513 667,459
2022-05-19 2022-03-31 13F-HR/A 1 R 306 510,085
2022-05-16 2022-03-31 13F-HR 199 303,312
2022-02-14 2021-12-31 13F-HR 361 580,785
2021-11-15 2021-09-30 13F-HR 307 459,825
2021-08-12 2021-06-30 13F-HR 308 453,575
2021-05-14 2021-03-31 13F-HR 199 303,312
2021-01-28 2020-12-31 13F-HR 237 345,118
2020-11-12 2020-09-30 13F-HR 425 299,214
2020-08-13 2020-06-30 13F-HR/A 1 N 244 311,792
2020-08-11 2020-06-30 13F-HR 96 77,855
2020-04-17 2020-03-31 13F-HR 1020 226,800
2020-02-13 2019-12-31 13F-HR 54 523,314
2019-10-23 2019-09-30 13F-HR 1116 303,095
2019-08-09 2019-06-30 13F-HR 1133 315,294
2019-05-14 2019-03-31 13F-HR 1104 299,363