SeaCrest Wealth Management, LLC

Position in GS — Goldman Sachs Group Inc

CIK 1728121 PURCHASE, NY

Position in GS

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$907,198

-$442,156 QoQ

Shares Held

897

-43.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,807

of 3,123 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SeaCrest Wealth Management, LLC holds $2,767,962 across 5 Capital Markets names. GS ranks #1 (32.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	897	$907,198
2	MS	Morgan Stanley	3,700	$773,448
3	HOOD	Robinhood Markets, Inc.	5,480	$549,534
4	SCHW	Schwab Charles Corp	3,193	$294,618
5	PJT	PJT Partners Inc.	1,611	$243,164

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$907,198	897	-43.8%	Shares	Sole	2026-07-09
2026-03-31	$1,349,354	1,595	+20.7%	Shares	Sole	2026-04-15
2025-12-31	$1,161,159	1,321	+0.4%	Shares	Sole	2026-01-12
2025-09-30	$1,047,996	1,316	-16.2%	Shares	Sole	2025-11-13
2025-06-30	$1,111,167	1,570	-30.7%	Shares	Sole	2025-07-11
2025-03-31	$1,238,439	2,267	+5.0%	Shares	Sole	2025-04-11
2024-12-31	$1,236,859	2,160	+14.0%	Shares	Sole	2025-01-14
2024-09-30	$937,738	1,894	+3.6%	Shares	Sole	2024-10-16
2024-06-30	$827,293	1,829	+2.5%	Shares	Sole	2024-07-22
2024-03-31	$745,576	1,785	-20.7%	Shares	Sole	2024-04-18
2023-12-31	$868,754	2,252	-16.2%	Shares	Sole	2024-01-18
2023-09-30	$869,109	2,686	-29.7%	Shares	Sole	2023-10-12
2023-06-30	$1,232,102	3,820	+1.3%	Shares	Sole	2023-07-14
2023-03-31	$1,233,204	3,770	-4.0%	Shares	Sole	2023-05-12
2022-12-31	$1,348,453	3,927	+5.0%	Shares	Sole	2023-02-14
2022-09-30	$1,095,713	3,739	-1.1%	Shares	Sole	2022-11-15
2022-06-30	$1,122,735	3,780	-1.2%	Shares	Sole	2022-08-09
2022-03-31	$1,262,632	3,825	-5.6%	Shares	Sole	2022-05-16
2021-12-31	$1,550,475	4,053	-4.9%	Shares	Sole	2022-02-11
2021-09-30	$1,610,407	4,260	+8.6%	Shares	Sole	2021-11-16
2021-06-30	$1,489,275	3,924	+5.0%	Shares	Sole	2021-08-12
2021-03-31	$1,221,999	3,737	+3.5%	Shares	Sole	2021-05-17
2020-12-31	$951,993	3,610	+101.5%	Shares	Sole	2021-02-09
2020-09-30	$360,138	1,792	-4.1%	Shares	Sole	2020-11-12
2020-06-30	$369,154	1,868	-17.5%	Shares	Sole	2020-07-27
2020-03-31	$349,837	2,263	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.