Position in GS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,589,597
+$792,794 QoQ
Shares Held
4,538
+1.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#964
of 3,125 holders
Holding Since
Mar 2022
18 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, 2026CFM WEALTH PARTNERS LLC holds $8,086,916 across 3 Capital Markets names. GS ranks #1 (56.8% of the industry book) .
All Filings in GS
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,589,597 | 4,538 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,796,803 | 4,488 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,998,571 | 4,549 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $3,165,491 | 3,975 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,377,332 | 3,359 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,798,386 | 3,292 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,689,801 | 2,951 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,229,358 | 2,483 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $823,222 | 1,820 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $756,018 | 1,810 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $668,153 | 1,732 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $565,276 | 1,747 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $563,477 | 1,747 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $581,601 | 1,778 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $662,036 | 1,928 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $515,474 | 1,759 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $482,657 | 1,625 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $470,062 | 1,424 | Shares | Sole | 2022-04-14 | |
| No filing history on record for this holder in this stock. | ||||||