Position in GS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$344,877
+$54,703 QoQ
Shares Held
341
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#2,452
of 3,125 holders
Holding Since
Dec 2023
11 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, 2026Successful Portfolios LLC holds $2,433,667 across 4 Capital Markets names. GS ranks #2 (14.2% of the industry book) .
All Filings in GS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $344,877 | 341 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $290,174 | 343 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $486,087 | 553 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $283,500 | 356 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $312,117 | 441 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $242,006 | 443 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $253,670 | 443 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $219,333 | 443 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $204,900 | 453 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $218,869 | 524 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $203,300 | 527 | Shares | Sole | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||