Position in GS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,485,702
+$185,416 QoQ
Shares Held
1,469
-4.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#1,505
of 3,125 holders
Holding Since
Sep 2021
20 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, 2026BSW Wealth Partners holds $3,735,734 across 4 Capital Markets names. GS ranks #1 (39.8% of the industry book) .
All Filings in GS
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,485,702 | 1,469 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,300,286 | 1,537 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,314,984 | 1,496 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,196,117 | 1,502 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,018,452 | 1,439 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $780,648 | 1,429 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $842,324 | 1,471 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $676,320 | 1,366 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $612,441 | 1,354 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $558,033 | 1,336 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $513,074 | 1,330 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $440,702 | 1,362 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $450,265 | 1,396 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $459,916 | 1,406 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $495,497 | 1,443 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $413,786 | 1,412 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $334,741 | 1,127 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $340,333 | 1,031 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $316,751 | 828 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $317,923 | 841 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||