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Golden State Wealth Management, LLC → MSIF

Golden State Wealth Management, LLC MSIF Position History

MSC Income Fund, Inc. • Financial Services

Quarters held
5
Latest value
$53K
Q3 2026
Peak value
$87K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$16K
Q4 2025$55K
Q1 2026$87K
Q2 2026$42K
Q3 2026$53K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$53K4.5K——
Q2 2026$42K3.6K——
Q1 2026$87K7.2K——
Q4 2025$55K4.2K——
Q3 2025$16K1.2K——

Other funds holding MSIF

Other Golden State Wealth Management, LLC positions

ETHA

ISHARES CORE

$82.2M
ETHA

ISHARES CORE

$79.1M
ETHA

ISHARES CORE

$67.5M
ETHA

ISHARES CORE

$65.3M
ETHA

ISHARES CORE

$64.7M
SPY

STATE STREET

$54.6M
SPY

SPDR S&P

$53.7M
SPY

SPDR S&P

$53.4M
Golden State Wealth Management, LLC MSIF Holdings: 13F Position History | Track13F