FLRN β€” SPDR BLOOMBERG

Ownership history in Golden State Wealth Management, LLC  Β·  8 quarters on record

AI Ownership Summary

Golden State Wealth Management, LLC reported SPDR BLOOMBERG (FLRN) in 8 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 0.03% in 2024 Q4. The latest visible filing shows FLRN at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FLRN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Golden State Wealth Management, LLC's position in SPDR BLOOMBERG, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

FLRN was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FLRN stock page Golden State Wealth Management, LLC fund profile Golden State Wealth Management, LLC full holdings
How Golden State Wealth Management, LLC held FLRN β€” position size vs. price
% of Fund (quarterly)    FLRN price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 712 -2,634 -78.7% 0.00% $22K 2025-11-03 $30.18
2025 Q2 REDUCED 3,346 -4,210 -55.7% 0.01% $103K 2025-08-06 $29.84
2025 Q1 ADDED 7,556 +715 +10.5% 0.02% $233K 2025-04-23 $29.32
2024 Q4 REDUCED 6,841 -746 -9.8% 0.03% $210K 2025-01-28 $29.08
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding FLRN

As of 2026 Q1 β€” sorted by position size

Whitcomb & Hess, Inc. 3Y 3.69% Buska Wealth Management, LLC 2.67% Ridgewood Investments LLC 3Y 7Y 1.59% FIDUCIARY FINANCIAL GROUP, LLC 1.29% Aletheian Wealth Advisors LLC 3Y 1.14% JACOBSON & SCHMITT ADVISORS, LLC 3Y 7Y 0.72% Unify Financial Advisors 0.68% AVITY INVESTMENT MANAGEMENT INC. 3Y 7Y 0.42% Hobart Private Capital, LLC 3Y 0.3% Farther Finance Advisors, LLC 0.27%

FAQ About Golden State Wealth Management, LLC and FLRN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Golden State Wealth Management, LLC reported owning FLRN?

Golden State Wealth Management, LLC reported FLRN across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported FLRN position in Golden State Wealth Management, LLC's portfolio?

The largest reported portfolio weight for FLRN was 0.03% in 2024 Q4.

What is the latest reported FLRN position on this page?

The most recent filing on this page is 2025 Q3, when Golden State Wealth Management, LLC reported 712 shares, equal to 0.00% of portfolio, with an estimated market value of $22K.

What does the chart on this FLRN ownership page compare?

The chart compares Golden State Wealth Management, LLC's quarterly FLRN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Golden State Wealth Management, LLC Holdings