Position in GS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,085,200
+$177,453 QoQ
Shares Held
1,073
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,689
of 3,125 holders
Holding Since
Mar 2020
25 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, 2026Heritage Wealth Advisors holds $2,630,365 across 3 Capital Markets names. GS ranks #2 (41.3% of the industry book) .
All Filings in GS
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,085,200 | 1,073 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $907,747 | 1,073 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $912,402 | 1,038 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $826,611 | 1,038 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $734,644 | 1,038 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $567,049 | 1,038 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $662,521 | 1,157 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $614,926 | 1,242 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $560,876 | 1,240 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $517,517 | 1,239 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $554,737 | 1,438 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $400,579 | 1,238 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $398,981 | 1,237 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $427,532 | 1,307 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $415,833 | 1,211 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $317,080 | 1,082 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $464,539 | 1,564 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $115,535 | 350 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $133,892 | 350 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $132,310 | 350 | Shares | Sole | 2021-11-02 | |
| 2021-03-31 | $65,400 | 200 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $52,742 | 200 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $40,194 | 200 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $39,524 | 200 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $30,918 | 200 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||