Position in GS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$386,343
+$63,175 QoQ
Shares Held
382
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#2,384
of 3,136 holders
Holding Since
Mar 2021
10 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, 2026SkyOak Wealth, LLC holds $9,152,671 across 3 Capital Markets names. GS ranks #2 (4.2% of the industry book) .
All Filings in GS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $386,343 | 382 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $323,168 | 382 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $332,262 | 378 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $301,020 | 378 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $267,529 | 378 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $206,497 | 378 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $216,450 | 378 | Shares | Sole | 2025-01-24 | |
| 2021-09-30 | $260,084 | 688 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $261,116 | 688 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $224,976 | 688 | Shares | Sole | 2021-04-29 | |
| No filing history on record for this holder in this stock. | ||||||