Position in GS
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,063,961
+$222,201 QoQ
Shares Held
1,052
+5.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,697
of 3,124 holders
Holding Since
Jun 2025
5 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, 2026Apella Capital, LLC holds $3,078,896 across 4 Capital Markets names. GS ranks #1 (34.6% of the industry book) .
All Filings in GS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,063,961 | 1,052 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $841,760 | 995 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $396,429 | 451 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $347,208 | 436 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $286,638 | 405 | Shares | Sole | 2025-07-08 | |
| No filing history on record for this holder in this stock. | ||||||