Filer Snapshot

Goldstein Munger & Associates SEC EDGAR Filings

SEC filings, ownership reports, and insider transactions for CIK 0001570251.

Entity Type

Company

Total Filings

52

Latest Filing

08 Nov 2022

Industry

n/a

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  • Open the deeper context page only when this filer actually has insider or ownership signal.
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Source: SEC Form 13F

13F-HR filed on 08 Nov 2022 for CIK 0001570251.

View Source Filing
Business address
18 Crow Canyon Ct, Ste 250, San Ramon, CA, 94583
Top securities (13F)
IWB, EFA, IWM, IAU, VEA, VWO, IWF, EEM, GLD, IWD, VYM, VHT, IWV, INTC, VTI, IWN, SPY, IWO, VTV, and VTWO
State of incorporation
CA
Fiscal year end
31 December

Key facts

  • Goldstein Munger & Associates is an SEC filer tracked under CIK 0001570251.
  • 52 filings are listed on this profile.
  • Common form coverage includes 13F-HR.

Change

  • Latest filing: 13F-HR filed on 08 Nov 2022.
  • Report period: 30 Sep 2022.

Research use

  • You can quote filing dates and form types directly from the SEC record on this page.
  • Use this profile before deeper ownership or insider analysis to confirm filing history context.

Evidence

Source: SEC Form 13F

13F-HR filed on 08 Nov 2022 for CIK 0001570251.

View Source Filing

Return Loop

Why revisit this filer page

A newly filed 13F-HR can change the filing history, ownership context, or next research path for Goldstein Munger & Associates.

Latest source-backed update
13F-HR filed 08 Nov 2022
Why come back
Revisit after a new SEC filing appears to compare the updated record with prior filings.
  • Latest filing on record: 13F-HR filed 08 Nov 2022.
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  • Open the latest filing table or ownership context to verify what changed.

Filer freshness comes from SEC EDGAR submission history and related source-backed ownership or portfolio filings when available.

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Latest update

What changed recently for Goldstein Munger & Associates

New filing available

Latest 13F period: Q3 2022. Open the source-backed page to inspect the fresh filing or facts context.

Update date

08 Nov 2022

Page type

Filer profile

Latest period

Q3 2022

Institutional portfolio context was refreshed from a 13F filing filed on 08 Nov 2022.

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Benchmark Context

Benchmark context for this company

Goldstein Munger & Associates has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

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Why this is notable

Latest 13F period: Q3 2022. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
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Company intelligence

Goldstein Munger & Associates: filings, ownership, insiders

CIK 0001570251. Open the active data lane, then verify the SEC filing behind the row.

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Active modules

2/5

Available company intelligence paths on this page.

Filings

52

SEC submissions provide the evidence trail.

Ownership context

1/3

Insider, large-stake, and institutional ownership lanes.

Return loop

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Return when a new SEC-backed change lands.

Research checks

Latest filing

13F-HR filed 08 Nov 2022

Ownership lanes

1/3 active

CIK

0001570251

Next review

watch new filing, insider, 13D/G, or 13F change

SEC-verifiable company research path

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SEC filings

Available

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Financial context

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Forms 3/4/5

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Insider activity

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Schedule 13D/G

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Large-stake holders

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Form 13F

Available

Institutional holders

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SEC-verifiable company hub

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Watchlist return triggers

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new company filing insider Form 4 13D/G holder change 13F holder update

Filer Overview

Goldstein Munger & Associates has filed 52 SEC EDGAR filings since 14 May 2014. Common forms include 13F-HR.

Goldstein Munger & Associates SEC filings Goldstein Munger & Associates 13F portfolio

Latest Filings

Recent SEC filings for Goldstein Munger & Associates with direct links to document and filing folders.

13F-HR File 028-16141

13F-HR filing

Filing date
08 Nov 2022
Reporting date
30 Sep 2022
SEC evidence
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13F-HR File 028-16141

13F-HR filing

Filing date
10 Aug 2022
Reporting date
30 Jun 2022
SEC evidence
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13F-HR File 028-16141

13F-HR filing

Filing date
10 May 2022
Reporting date
31 Mar 2022
SEC evidence
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13F-HR File 028-16141

13F-HR filing

Filing date
08 Feb 2022
Reporting date
31 Dec 2021
SEC evidence
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13F-HR File 028-16141

13F-HR filing

Filing date
12 Nov 2021
Reporting date
30 Sep 2021
SEC evidence
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13F-HR File 028-16141

13F-HR filing

Filing date
14 Jul 2021
Reporting date
30 Jun 2021
SEC evidence
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13F-HR File 028-16141

13F-HR filing

Filing date
27 Apr 2021
Reporting date
31 Mar 2021
SEC evidence
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13F-HR File 028-16141

13F-HR filing

Filing date
10 Feb 2021
Reporting date
31 Dec 2020
SEC evidence
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13F-HR File 028-16141

13F-HR filing

Filing date
10 Nov 2020
Reporting date
30 Sep 2020
SEC evidence
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13F-HR File 028-16141

13F-HR filing

Filing date
12 Aug 2020
Reporting date
30 Jun 2020
SEC evidence
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13F-HR File 028-16141

13F-HR filing

Filing date
29 Apr 2020
Reporting date
31 Mar 2020
SEC evidence
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13F-HR File 028-16141

13F-HR filing

Filing date
10 Feb 2020
Reporting date
31 Dec 2019
SEC evidence
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13F-HR File 028-16141

13F-HR filing

Filing date
08 Nov 2019
Reporting date
30 Sep 2019
SEC evidence
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13F-HR File 028-16141

13F-HR filing

Filing date
02 Aug 2019
Reporting date
30 Jun 2019
SEC evidence
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13F-HR File 028-16141

13F-HR filing

Filing date
02 May 2019
Reporting date
31 Mar 2019
SEC evidence
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13F-HR File 028-16141

13F-HR filing

Filing date
08 Feb 2019
Reporting date
31 Dec 2018
SEC evidence
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13F-HR File 028-16141

13F-HR filing

Filing date
25 Oct 2018
Reporting date
30 Sep 2018
SEC evidence
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13F-HR File 028-16141

13F-HR filing

Filing date
24 Jul 2018
Reporting date
30 Jun 2018
SEC evidence
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13F-HR File 028-16141

13F-HR filing

Filing date
01 May 2018
Reporting date
31 Mar 2018
SEC evidence
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13F-HR File 028-16141

13F-HR filing

Filing date
07 Feb 2018
Reporting date
31 Dec 2017
SEC evidence
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13F-HR File 028-16141

13F-HR filing

Filing date
01 Nov 2017
Reporting date
30 Sep 2017
SEC evidence
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13F-HR File 028-16141

13F-HR filing

Filing date
25 Jul 2017
Reporting date
30 Jun 2017
SEC evidence
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13F-HR File 028-16141

13F-HR filing

Filing date
19 Apr 2017
Reporting date
31 Mar 2017
SEC evidence
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13F-HR File 028-16141

13F-HR filing

Filing date
19 Jan 2017
Reporting date
31 Dec 2016
SEC evidence
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13F-HR File 028-16141

13F-HR filing

Filing date
18 Oct 2016
Reporting date
30 Sep 2016
SEC evidence
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13F-HR File 028-16141

13F-HR filing

Filing date
21 Jul 2016
Reporting date
30 Jun 2016
SEC evidence
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13F-HR File 028-16141

13F-HR filing

Filing date
19 Apr 2016
Reporting date
31 Mar 2016
SEC evidence
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13F-HR File 028-16141

13F-HR filing

Filing date
25 Jan 2016
Reporting date
31 Dec 2015
SEC evidence
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13F-HR File 028-16141

13F-HR filing

Filing date
03 Nov 2015
Reporting date
30 Sep 2015
SEC evidence
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13F-HR File 028-16141

13F-HR filing

Filing date
04 Aug 2015
Reporting date
30 Jun 2015
SEC evidence
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13F-HR File 028-16141

13F-HR filing

Filing date
13 Apr 2015
Reporting date
31 Mar 2015
SEC evidence
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13F-HR File 028-16141

13F-HR filing

Filing date
03 Feb 2015
Reporting date
31 Dec 2014
SEC evidence
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13F-HR File 028-16141

13F-HR filing

Filing date
23 Oct 2014
Reporting date
30 Sep 2014
SEC evidence
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13F-HR File 028-16141

13F-HR filing

Filing date
07 Aug 2014
Reporting date
30 Jun 2014
SEC evidence
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13F-HR File 028-16141

13F-HR filing

Filing date
07 Aug 2014
Reporting date
31 Dec 2013
SEC evidence
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13F-HR File 028-16141

13F-HR filing

Filing date
07 Aug 2014
Reporting date
30 Sep 2013
SEC evidence
Open document Open filing
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13F-HR File 028-16141

13F-HR filing

Filing date
07 Aug 2014
Reporting date
30 Jun 2013
SEC evidence
Open document Open filing
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13F-HR File 028-16141

13F-HR filing

Filing date
01 Aug 2014
Reporting date
31 Mar 2013
SEC evidence
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13F-HR File 028-16141

13F-HR filing

Filing date
01 Aug 2014
Reporting date
31 Dec 2012
SEC evidence
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13F-HR File 028-16141

13F-HR filing

Filing date
31 Jul 2014
Reporting date
30 Sep 2012
SEC evidence
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13F-HR File 028-16141

13F-HR filing

Filing date
31 Jul 2014
Reporting date
30 Jun 2012
SEC evidence
Open document Open filing
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13F-HR File 028-16141

13F-HR filing

Filing date
31 Jul 2014
Reporting date
31 Mar 2012
SEC evidence
Open document Open filing
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13F-HR File 028-16141

13F-HR filing

Filing date
31 Jul 2014
Reporting date
31 Dec 2011
SEC evidence
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13F-HR File 028-16141

13F-HR filing

Filing date
22 Jul 2014
Reporting date
30 Sep 2011
SEC evidence
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13F-HR File 028-16141

13F-HR filing

Filing date
22 Jul 2014
Reporting date
30 Jun 2011
SEC evidence
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13F-HR File 028-16141

13F-HR filing

Filing date
15 Jul 2014
Reporting date
31 Mar 2011
SEC evidence
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13F-HR File 028-16141

13F-HR filing

Filing date
27 Jun 2014
Reporting date
31 Dec 2010
SEC evidence
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13F-HR File 028-16141

13F-HR filing

Filing date
23 Jun 2014
Reporting date
30 Sep 2010
SEC evidence
Open document Open filing
Next action
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13F-HR File 028-16141

13F-HR filing

Filing date
23 Jun 2014
Reporting date
30 Jun 2010
SEC evidence
Open document Open filing
Next action
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13F-HR File 028-16141

13F-HR filing

Filing date
12 Jun 2014
Reporting date
31 Mar 2010
SEC evidence
Open document Open filing
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13F-HR File 028-16141

13F-HR filing

Filing date
09 Jun 2014
Reporting date
31 Dec 2009
SEC evidence
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Next action
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13F-HR File 028-16141

13F-HR filing

Filing date
14 May 2014
Reporting date
31 Mar 2014
SEC evidence
Open document Open filing
Next action
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About this filer

Goldstein Munger & Associates files with the SEC under CIK 0001570251. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.
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