Position in GS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$7,815,867
+$1,455,715 QoQ
Shares Held
7,728
+2.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.03%
of 13F equity value
Holder Rank
#757
of 3,125 holders
Holding Since
Mar 2022
18 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, 2026Ascent Wealth Partners, LLC holds $12,003,874 across 5 Capital Markets names. GS ranks #1 (65.1% of the industry book) .
All Filings in GS
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,815,867 | 7,728 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $6,360,152 | 7,518 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $6,309,462 | 7,178 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $5,672,401 | 7,123 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $5,039,180 | 7,120 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,927,825 | 7,190 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,982,572 | 6,955 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $3,459,828 | 6,988 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $3,145,885 | 6,955 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,912,552 | 6,973 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $2,505,576 | 6,495 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $2,145,269 | 6,630 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $2,128,764 | 6,600 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,006,492 | 6,134 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $2,053,755 | 5,981 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,662,472 | 5,673 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,984,093 | 6,680 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,748,539 | 5,297 | Shares | Sole | 2022-05-02 | |
| No filing history on record for this holder in this stock. | ||||||