Position in GS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$14,434,272
+$2,398,373 QoQ
Shares Held
14,272
+0.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#541
of 3,124 holders
Holding Since
Mar 2020
26 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, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $35,003,731 across 6 Capital Markets names. GS ranks #2 (41.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
84,606 | $17,686,038 | |
| 2 | GS |
Goldman Sachs Group Inc
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|
14,272 | $14,434,272 | |
| 3 | PIPR |
Piper Sandler Companies
|
23,764 | $1,719,087 | |
| 4 | SCHW |
Schwab Charles Corp
|
7,365 | $679,568 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
2,778 | $278,577 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
732 | $206,189 |
All Filings in GS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,434,272 | 14,272 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $12,035,899 | 14,227 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $13,204,338 | 15,022 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $12,165,042 | 15,276 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $11,611,346 | 16,406 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $8,879,397 | 16,254 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $9,560,463 | 16,696 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $7,700,445 | 15,553 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,826,706 | 10,671 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,334,419 | 7,983 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,881,316 | 7,469 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,410,596 | 7,450 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,932,533 | 9,092 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $4,124,202 | 12,608 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $5,077,560 | 14,787 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,760,011 | 16,243 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $4,618,661 | 15,550 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $4,573,535 | 13,855 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $5,318,592 | 13,903 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $4,379,855 | 11,586 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $4,514,509 | 11,895 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $3,184,653 | 9,739 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $2,153,719 | 8,167 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $2,057,329 | 10,237 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $2,094,376 | 10,598 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $1,745,939 | 11,294 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||