Golden State Wealth Management, LLC ZIMV β€” ZIMVIE INC

Ownership history in Golden State Wealth Management, LLC  Β·  4 quarters on record

AI Ownership Summary

Golden State Wealth Management, LLC reported ZIMVIE INC (ZIMV) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. The latest visible filing shows ZIMV 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.

What this ZIMV 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 ZIMVIE INC, 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

ZIMV 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 ZIMV β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED β€” β€” β€” 34 β€” 0% 0.00% $644 2025-11-03 β€”
2025 Q2 REDUCED β€” β€” β€” 34 -34 -50.0% 0.00% $317 2025-08-06 β€”
2025 Q1 ADDED β€” β€” β€” 68 +27 +65.9% 0.00% $736 2025-04-23 β€”
2024 Q4 INITIATED β€” β€” β€” 41 β€” β€” 0.00% $572 2025-01-28 β€”

🏒 Other funds also holding ZIMV

As of 2026 Q1 β€” sorted by position size

William B. Walkup & Associates, Inc. 0.0%

FAQ About Golden State Wealth Management, LLC and ZIMV

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 ZIMV?

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

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

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

What is the latest reported ZIMV position on this page?

The most recent filing on this page is 2025 Q3, when Golden State Wealth Management, LLC reported 34 shares, equal to 0.00% of portfolio, with an estimated market value of $644.

What does the chart on this ZIMV ownership page compare?

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

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