Golden State Wealth Management, LLC LOCO EL POLLO

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

AI Ownership Summary

Golden State Wealth Management, LLC reported EL POLLO (LOCO) in 8 quarterly 13F filings from 2024 Q4 through 2025 Q3. The latest visible filing shows LOCO 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 LOCO 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 EL POLLO, 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

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

High-water mark
Peak Conviction
0.0% 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.

How Golden State Wealth Management, LLC held LOCO — position size vs. price
% of Fund (quarterly)    LOCO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 700 0% 0.00% $7K 2025-11-03 $10.30
2025 Q2 REDUCED 50.0% -11.2% 700 -700 -50.0% 0.00% $8K 2025-08-06 $10.24
2025 Q1 ADDED 1,400 +700 +100.0% 0.00% $14K 2025-04-23 $9.50
2024 Q4 UNCHANGED 700 0% 0.00% $8K 2025-01-28 $11.76
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Golden State Wealth Management, LLC and LOCO

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 LOCO?

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

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

The largest reported portfolio weight for LOCO was 0.00% in 2024 Q4.

What is the latest reported LOCO position on this page?

The most recent filing on this page is 2025 Q3, when Golden State Wealth Management, LLC reported 700 shares, equal to 0.00% of portfolio, with an estimated market value of $7K.

What does the chart on this LOCO ownership page compare?

The chart compares Golden State Wealth Management, LLC's quarterly LOCO 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.

How well did Golden State Wealth Management, LLC time their LOCO position?

Based on 13F filing dates vs. subsequent LOCO price moves, Golden State Wealth Management, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on LOCO relative to SPY over the holding period was -18.9%.

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