Position in GS
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$5,057,328
+$628,926 QoQ
Shares Held
5,978
+18.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026IPG Investment Advisors LLC holds $8,229,699 across 5 Capital Markets names. GS ranks #1 (61.5% of the industry book) .
All Filings in GS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,057,328 | 5,978 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,428,402 | 5,038 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $4,012,011 | 5,038 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,387,999 | 4,787 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,594,877 | 4,750 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,546,074 | 2,700 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,336,797 | 2,700 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,125,904 | 4,700 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,142,749 | 5,130 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,284,614 | 3,330 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $675,290 | 2,087 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $668,947 | 2,074 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,084,999 | 6,374 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,875,464 | 8,374 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,366,085 | 8,074 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,026,864 | 6,824 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,805,316 | 5,469 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,436,460 | 6,369 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,581,566 | 6,829 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $2,527,669 | 6,660 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $858,375 | 2,625 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $2,342,272 | 8,882 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $443,540 | 2,207 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $928,221 | 4,697 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $251,517 | 1,627 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||