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Golden State Wealth Management, LLC

SEC CIK
0001776033
Latest filing
Jul 22, 2026

MA holding history

Mastercard Inc in every 13F filed by Golden State Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MA overviewAll 13F holders of MAFull Q2 2026 holdings

Shares (Q2 2026)
754
Value
$387.5K
% of portfolio
<0.1%
Quarters held
12
Since Q1 2021
Holdings of MA by Golden State Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026754$387.5K<0.1%+69+10.1%AddedHolders
Q1 2026685$342.3K<0.1%+1+0.1%AddedHolders
Q4 2025684$390.9K<0.1%−40−5.5%ReducedHolders
Q3 2025724$412.1K<0.1%+6+0.8%AddedHolders
Q2 2025718$403.6K<0.1%−439−37.9%ReducedHolders
Q1 20251,157$634.7K0.1%+28+2.5%AddedHolders
Q4 20241,129$594.9K0.1%–No prior filingHolders
Q2 2022––––Not filedHolders
Q1 20223,171$1.13M0.2%−798−20.1%ReducedHolders
Q4 20213,969$1.43M0.2%+1,019+34.5%AddedHolders
Q3 20212,950$1.03M0.2%+54+1.9%AddedHolders
Q2 20212,896$1.06M0.2%+1,638+130.2%AddedHolders
Q1 20211,258$448.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.