Position in GS
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$847,528
+$185,118 QoQ
Shares Held
838
+7.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,842
of 3,124 holders
Holding Since
Jun 2020
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Regent Peak Wealth Advisors LLC holds $1,513,695 across 3 Capital Markets names. GS ranks #1 (56.0% of the industry book) .
All Filings in GS
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $847,528 | 838 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $662,410 | 783 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $646,065 | 735 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $574,964 | 722 | Shares | Sole | 2025-10-16 | |
| 2025-03-31 | $380,764 | 697 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $389,381 | 680 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $324,792 | 656 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $291,294 | 644 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $266,903 | 639 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $244,578 | 634 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $382,459 | 1,182 | Shares | Sole | 2023-11-03 | |
| 2023-03-31 | $202,808 | 620 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $250,667 | 730 | Shares | Sole | 2023-02-08 | |
| 2021-12-31 | $205,811 | 538 | Shares | Sole | 2022-02-11 | |
| 2020-12-31 | $116,823 | 443 | Shares | Sole | 2021-02-12 | |
| 2020-06-30 | $1,170,700 | 5,924 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||