Strategic Wealth Investment Group, LLC
Position in GS — Goldman Sachs Group Inc
CIK 1802365
LOUISVILLE, KY
Position in GS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$14,968,276
+$321,652 QoQ
Shares Held
14,800
-14.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
2.71%
of 13F equity value
Holder Rank
#529
of 3,125 holders
Holding Since
Jun 2020
24 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, 2026Strategic Wealth Investment Group, LLC holds $14,968,276 across 1 Capital Markets name. GS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
14,800 | $14,968,276 |
All Filings in GS
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,968,276 | 14,800 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $14,646,624 | 17,313 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $15,292,842 | 17,398 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $19,782,926 | 24,842 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,093,473 | 1,545 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $831,453 | 1,522 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $9,311,635 | 86,426 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $10,228,477 | 20,659 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $7,887,556 | 17,438 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $5,585,178 | 14,478 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $3,961,143 | 12,242 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $3,416,343 | 10,592 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $2,856,978 | 8,734 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $2,507,704 | 7,303 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,945,558 | 6,639 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,880,433 | 6,331 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $2,128,484 | 6,448 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $2,068,065 | 5,406 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,809,629 | 4,787 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,525,331 | 4,019 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $1,004,544 | 3,072 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $690,656 | 2,619 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $458,814 | 2,283 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $398,797 | 2,018 | Shares | Sole | 2020-07-13 | |
| No filing history on record for this holder in this stock. | ||||||