Position in GS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$623,003
+$106,104 QoQ
Shares Held
616
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,042
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, 2026Valmark Advisers, Inc. holds $1,886,802 across 3 Capital Markets names. GS ranks #2 (33.0% 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 | $623,003 | 616 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $516,899 | 611 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $326,109 | 371 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $288,278 | 362 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $231,434 | 327 | Shares | Sole | 2025-07-23 | |
| No filing history on record for this holder in this stock. | ||||||