Position in GS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,034,110
+$496,140 QoQ
Shares Held
3,000
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.40%
of 13F equity value
Holder Rank
#1,137
of 3,125 holders
Holding Since
Sep 2020
24 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, 2026Jupiter Wealth Management LLC holds $15,327,125 across 2 Capital Markets names. GS ranks #2 (19.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
58,807 | $12,293,015 | |
| 2 | GS |
Goldman Sachs Group Inc
This page
|
3,000 | $3,034,110 |
All Filings in GS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,034,110 | 3,000 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,537,970 | 3,000 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,637,000 | 3,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,389,050 | 3,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,123,250 | 3,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,638,870 | 3,000 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $1,717,860 | 3,000 | Shares | Sole | 2025-02-20 | |
| 2024-09-30 | $1,485,330 | 3,000 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,356,960 | 3,000 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,253,070 | 3,000 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,157,310 | 3,000 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $970,710 | 3,000 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $967,620 | 3,000 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $981,330 | 3,000 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $1,030,140 | 3,000 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $879,150 | 3,000 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $891,060 | 3,000 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $990,300 | 3,000 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,147,650 | 3,000 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,927,953 | 5,100 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $1,935,603 | 5,100 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,667,700 | 5,100 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,872,341 | 7,100 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,034,821 | 10,125 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||