Position in GS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$2,173,434
+$351,172 QoQ
Shares Held
2,149
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#1,301
of 3,125 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Derivatives in GS
reported options exposure · as of Sep 30, 2020CallValue
$0
CallShares
0
PutValue
$236,541
PutShares
1,177
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Jun 30, 2026Cypress Wealth Services, LLC holds $3,671,989 across 3 Capital Markets names. GS ranks #1 (59.2% of the industry book) .
All Filings in GS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,173,434 | 2,149 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,822,262 | 2,154 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,881,939 | 2,141 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,493,952 | 1,876 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,224,407 | 1,730 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $795,398 | 1,456 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $714,057 | 1,247 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $566,405 | 1,144 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $499,361 | 1,104 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $422,702 | 1,012 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $388,084 | 1,006 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $307,067 | 949 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $297,059 | 921 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $299,305 | 915 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $290,156 | 845 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $244,110 | 833 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $245,635 | 827 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $275,633 | 835 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $322,489 | 843 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $317,167 | 839 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $316,907 | 835 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $368,856 | 1,128 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $292,190 | 1,108 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $236,541 | 1,177 | Put | Sole | 2020-10-23 | |
| 2020-06-30 | $252,360 | 1,277 | Shares | Sole | 2020-07-15 | |
| No filing history on record for this holder in this stock. | ||||||