Position in GS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,510,986
+$280,917 QoQ
Shares Held
1,494
+2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,494
of 3,125 holders
Holding Since
Sep 2022
14 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, 2026Klingman & Associates, LLC holds $3,513,219 across 3 Capital Markets names. GS ranks #1 (43.0% of the industry book) .
All Filings in GS
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,510,986 | 1,494 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,230,069 | 1,454 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,198,956 | 1,364 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,073,479 | 1,348 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $623,527 | 881 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $443,041 | 811 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $458,668 | 801 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $378,264 | 764 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $345,120 | 763 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $316,609 | 758 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $292,413 | 758 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $251,090 | 776 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $255,774 | 793 | Shares | Sole | 2023-07-31 | |
| 2022-09-30 | $370,122 | 1,263 | Shares | Sole | 2022-10-28 | |
| No filing history on record for this holder in this stock. | ||||||