Position in GS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$673,572
+$110,143 QoQ
Shares Held
666
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,998
of 3,125 holders
Holding Since
Jun 2021
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026LYELL WEALTH MANAGEMENT, LP holds $24,635,329 across 3 Capital Markets names. GS ranks #3 (2.7% of the industry book) .
All Filings in GS
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $673,572 | 666 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $563,429 | 666 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $574,866 | 654 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $467,457 | 587 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $415,449 | 587 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $375,301 | 687 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $309,787 | 541 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $267,854 | 541 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $244,705 | 541 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $225,970 | 541 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $208,701 | 541 | Shares | Sole | 2024-02-02 | |
| 2021-12-31 | $216,905 | 567 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $214,343 | 567 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $220,127 | 580 | Shares | Sole | 2021-08-09 | |
| No filing history on record for this holder in this stock. | ||||||