Golden State Equity Partners

13F Filings History

Latest 13F report
Q3 2024 - Oct 25, 2024
Value $
$265M
Signature - Title
Stephanie West - Compliance C0nsultant
Location
South Coast Metro, CA
Summary
This page shows a list of all the recent 13F filings made by Golden State Equity Partners. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Golden State Equity Partners reported 917 stock holdings with total value $265M as of Q3 2024. Top holdings included DGRW, WINN, SDVY, HUSV, and HTRB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 816 $190M $0 $0 DGRW, WINN, SDVY, HUSV, HTRB New Holdings 10/29/2024, 09:24 AM
Q3 2024 917 $265M +$44.7M -$281M -$236M DGRW, WINN, SDVY, HUSV, HTRB 13F-HR 10/25/2024, 03:34 PM
Q2 2024 408 $480M +$115M -$65.1M +$50.1M NVDA, AAPL, MSFT, DGRW, AMZN 13F-HR 7/29/2024, 12:57 PM
Q4 2023 357 $412M +$52.6M -$35.2M +$17.3M AAPL, MSFT, NVDA, DGRW, SPYG 13F-HR 2/2/2024, 04:01 PM
Q3 2023 335 $359M +$91.8M -$77.1M +$14.7M AAPL, MSFT, NVDA, FNX, SPYG 13F-HR 10/20/2023, 02:16 PM
Q2 2023 380 $356M +$205M -$41.7M +$163M AAPL, MSFT, NVDA, AMZN, GOOGL 13F-HR 7/19/2023, 10:19 AM
Q1 2023 214 $185M $0 $0 MSFT, AAPL, TLH, BRKB, JNJ 13F-HR 6/1/2023, 01:56 PM
Q1 2022 194 $199M +$57.5M -$48.9M +$8.62M MSFT, AAPL, FNX, GOOGL, SPYG Restatement 5/18/2022, 02:58 PM
Q4 2021 174 $198M +$35.7M -$93.6M -$57.9M MSFT, AGGY, HTRB, AAPL, FIXD 13F-HR 2/11/2022, 11:56 AM
Q3 2021 229 $241M +$34.6M -$47.6M -$13M AAPL, FNX, MSFT, SPYG, HTRB 13F-HR 11/15/2021, 03:34 PM
Q2 2021 242 $258M +$106M -$33M +$72.9M AAPL, FNX, MSFT, HTRB, SPYG 13F-HR 8/12/2021, 04:59 PM
Q1 2021 164 $175M +$60.8M -$36M +$24.8M AAPL, MSFT, GOOGL, HUSV, HDMV 13F-HR 5/13/2021, 02:43 PM
Q4 2020 179 $145M $0 $0 AAPL, MSFT, AMZN, GOOGL, RTX 13F-HR 2/8/2021, 02:35 PM