Position in GS
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$7,613
-$14,362 QoQ
Shares Held
9
-64.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
20 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 Mar 31, 2026HighMark Wealth Management LLC holds $1,248,149 across 10 Capital Markets names. GS ranks #3 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PIPR |
Piper Sandler Companies
|
15,748 | $1,205,509 | |
| 2 | SCHW |
Schwab Charles Corp
|
152 | $14,284 | |
| 3 | GS |
Goldman Sachs Group Inc
This page
|
9 | $7,613 | |
| 4 | DEFT |
Defi Technologies, Inc.
|
12,000 | $6,636 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
75 | $5,197 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
57 | $3,822 | |
| 7 | IREN |
IREN Ltd
|
75 | $2,571 | |
| 8 | RIOT |
Riot Platforms, Inc.
|
160 | $1,977 |
All Filings in GS
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $0 | 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. | ||||||