Position in GS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$9,102
+$1,489 QoQ
Shares Held
9
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#3,101
of 3,142 holders
Holding Since
Mar 2020
21 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, 2026HighMark Wealth Management LLC holds $51,766 across 9 Capital Markets names. GS ranks #3 (17.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
122 | $11,256 | |
| 2 | PIPR |
Piper Sandler Companies
|
143 | $10,344 | |
| 3 | GS |
Goldman Sachs Group Inc
This page
|
9 | $9,102 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
72 | $6,266 | |
| 5 | DEFT |
Defi Technologies, Inc.
|
12,000 | $6,168 | |
| 6 | RIOT |
Riot Platforms, Inc.
|
160 | $4,380 | |
| 7 | IREN |
IREN Ltd
|
75 | $3,429 | |
| 8 | MARA |
MARA Holdings, Inc.
|
50 | $694 |
All Filings in GS
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,102 | 9 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $7,613 | 9 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $21,975 | 25 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $19,908 | 25 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $16,986 | 24 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $6,555 | 12 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $6,871 | 12 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $5,941 | 12 | Shares | Sole | 2024-10-17 | |
| 2024-03-31 | $2,924 | 0 | Shares | Sole | 2024-04-29 | |
| 2022-12-31 | $6,524 | 19 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $9,963 | 34 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $10,098 | 34 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $7,922 | 24 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $8,798 | 23 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $9,450 | 25 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $11,385 | 30 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $12,753 | 39 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $11,603 | 44 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $8,842 | 44 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $9,288 | 47 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $8,347 | 54 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||