Lineweaver Wealth Advisors, LLC
Position in GS — Goldman Sachs Group Inc
CIK 1797873
VALLEY VIEW, OH
Position in GS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$3,662,170
+$533,699 QoQ
Shares Held
3,621
-2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.24%
of 13F equity value
Holder Rank
#1,045
of 3,125 holders
Holding Since
Sep 2023
12 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, 2026Lineweaver Wealth Advisors, LLC holds $3,898,594 across 2 Capital Markets names. GS ranks #1 (93.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
3,621 | $3,662,170 | |
| 2 | MS |
Morgan Stanley
|
1,131 | $236,424 |
All Filings in GS
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,662,170 | 3,621 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $3,128,471 | 3,698 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $3,515,121 | 3,999 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,926,586 | 3,675 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $3,010,768 | 4,254 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $2,068,253 | 3,786 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,879,338 | 3,282 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,622,970 | 3,278 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,437,020 | 3,177 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,299,015 | 3,110 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,118,347 | 2,899 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $490,532 | 1,516 | Shares | Sole | 2023-10-19 | |
| No filing history on record for this holder in this stock. | ||||||