Spartan Planning & Wealth Management
Position in GS — Goldman Sachs Group Inc
CIK 1749283
GREENSBORO, NC
Position in GS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$593,674
+$316,190 QoQ
Shares Held
587
+79.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.01%
of 13F equity value
Holder Rank
#2,076
of 3,125 holders
Holding Since
Dec 2022
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Spartan Planning & Wealth Management holds $1,073,629 across 2 Capital Markets names. GS ranks #1 (55.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
587 | $593,674 | |
| 2 | MS |
Morgan Stanley
|
2,296 | $479,955 |
All Filings in GS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $593,674 | 587 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $277,484 | 328 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $558,165 | 635 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $512,053 | 643 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $440,928 | 623 | Shares | Sole | 2025-07-17 | |
| 2024-12-31 | $306,924 | 536 | Shares | Sole | 2025-01-07 | |
| 2023-12-31 | $138,877 | 360 | Shares | Sole | 2024-03-12 | |
| 2022-12-31 | $46,699 | 136 | Shares | Sole | 2023-02-01 | |
| No filing history on record for this holder in this stock. | ||||||