Position in GS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$4,344,845
+$758,694 QoQ
Shares Held
4,296
+1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.93%
of 13F equity value
Holder Rank
#980
of 3,124 holders
Holding Since
Dec 2024
4 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, 2026Cornerstone Planning, LLC holds $8,183,611 across 3 Capital Markets names. GS ranks #1 (53.1% of the industry book) .
All Filings in GS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,344,845 | 4,296 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $3,586,151 | 4,239 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,496,964 | 5,116 | Shares | Sole | 2026-03-17 | |
| 2024-12-31 | $2,616,300 | 4,569 | Shares | Sole | 2025-04-01 | |
| No filing history on record for this holder in this stock. | ||||||