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Lo shares owned by Golden State Wealth Management

Quarter-by-quarter ownership of Lo (LOCO) shares owned by Golden State Wealth Management from 13F filings

Historical chart of Golden State Wealth Management investment in Lo

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All positions including Lo held by Golden State Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lo by Golden State Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.8k 700 9.70
2025-06-30 $7.7k 700 11.01
2025-03-31 $7.2k 700 10.30
2024-12-31 $8.1k 700 11.54
2020-03-31 $6.0k 700 8.57
2019-09-30 $8.0k 700 11.43
2019-06-30 $7.0k 700 10.00
2019-03-31 $9.0k 700 12.86

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First Trust MF Closed and MF Open (FVD)
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Principal Us MF Closed and MF Open (USMC)
Spdr Aggregate MF Closed and MF Open (SPAB)
First Trust MF Closed and MF Open (RDVY)

View all positions for Golden State Wealth Management

Top funds holding Lo

Biglari Capital
BlackRock
Dimensional Fund Advisors
LSV Asset Management
Vanguard Group
William Blair Investment Management
Tieton Capital Management
Divisadero Street Capital Management
First Eagle Investment Management
Hotchkis and Wiley Capital Management
Geode Capital Management
Arrowstreet Capital, Limited Partnership
State Street Corporation
Goldman Sachs Group
Sardar Biglari

View all funds holding Lo