Position in GS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$617,947
+$110,353 QoQ
Shares Held
611
+1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#2,055
of 3,136 holders
Holding Since
Sep 2020
23 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, 2026Planned Solutions, Inc. holds $1,164,941 across 3 Capital Markets names. GS ranks #1 (53.0% of the industry book) .
All Filings in GS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $617,947 | 611 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $507,594 | 600 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $527,400 | 600 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $477,810 | 600 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $424,650 | 600 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $327,774 | 600 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $343,572 | 600 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $297,066 | 600 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $271,392 | 600 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $313,267 | 750 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $289,327 | 750 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $242,677 | 750 | Shares | Sole | 2024-02-07 | |
| 2023-06-30 | $241,905 | 750 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $245,332 | 750 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $257,535 | 750 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $219,787 | 750 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $222,765 | 750 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $287,187 | 870 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $332,818 | 870 | Shares | Sole | 2022-02-03 | |
| 2021-06-30 | $330,191 | 870 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $284,490 | 870 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $98,891 | 375 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $75,363 | 375 | Shares | Sole | 2020-11-06 | |
| No filing history on record for this holder in this stock. | ||||||