Wellspring Financial Advisors, LLC
Position in GS — Goldman Sachs Group Inc
CIK 1811308
CLEVELAND, OH
Position in GS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$4,296,299
-$7,907,952 QoQ
Shares Held
4,248
-70.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#989
of 3,125 holders
Holding Since
Jun 2021
16 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, 2026Wellspring Financial Advisors, LLC holds $5,908,102 across 4 Capital Markets names. GS ranks #1 (72.7% of the industry book) .
All Filings in GS
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,296,299 | 4,248 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $12,204,251 | 14,426 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $639,033 | 727 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $266,777 | 335 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $241,342 | 341 | Shares | Sole | 2025-08-13 | |
| 2024-06-30 | $339,692 | 751 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $309,925 | 742 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $285,855 | 741 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $213,556 | 660 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $212,876 | 660 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $211,640 | 647 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $230,751 | 672 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $217,205 | 658 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $231,060 | 604 | Shares | Sole | 2022-01-03 | |
| 2021-09-30 | $228,330 | 604 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $229,236 | 604 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||