Position in GS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$6,668,973
+$1,107,435 QoQ
Shares Held
6,594
+0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
6.02%
of 13F equity value
Holder Rank
#822
of 3,125 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Powell Investment Advisors, LLC holds $8,000,371 across 5 Capital Markets names. GS ranks #1 (83.4% of the industry book) .
All Filings in GS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,668,973 | 6,594 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $5,561,538 | 6,574 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $5,756,571 | 6,549 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $5,199,369 | 6,529 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,605,329 | 6,507 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,477,971 | 4,536 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,583,661 | 4,512 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $2,222,053 | 4,488 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,763,595 | 3,899 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,603,094 | 3,838 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,470,941 | 3,813 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $950,001 | 2,936 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $938,913 | 2,911 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $971,189 | 2,969 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,011,597 | 2,946 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,450,843 | 15,188 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,492,724 | 15,126 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $4,766,644 | 14,440 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $5,504,511 | 14,389 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $4,892,086 | 12,941 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $4,635,199 | 12,213 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $4,022,427 | 12,301 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $3,214,624 | 12,190 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $2,446,809 | 12,175 | Shares | Sole | 2020-10-07 | |
| 2020-06-30 | $1,379,387 | 6,980 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $450,166 | 2,912 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||