Position in GS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$258,910
+$42,337 QoQ
Shares Held
256
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#2,688
of 3,125 holders
Holding Since
Dec 2025
3 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, 2026CWS Financial Advisors, LLC holds $1,039,283 across 3 Capital Markets names. GS ranks #3 (24.9% of the industry book) .
All Filings in GS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $258,910 | 256 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $216,573 | 256 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $219,750 | 250 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||