Position in GS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$209,353
-$5,528 QoQ
Shares Held
207
-18.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,833
of 3,125 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Avantax Planning Partners, Inc. holds $1,368,340 across 4 Capital Markets names. GS ranks #4 (15.3% of the industry book) .
All Filings in GS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,353 | 207 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $214,881 | 254 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $329,625 | 375 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $285,889 | 359 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $253,374 | 358 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||