Position in GS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$790,891
+$137,787 QoQ
Shares Held
782
+1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#186
of 339 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 20.20460358056266.ToString("F0")%
Shared 0.ToString("F0")%
None 79.79539641943734.ToString("F0")%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Falcon Wealth Planning holds $1,167,930 across 3 Capital Markets names. GS ranks #1 (67.7% of the industry book) .
All Filings in GS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $790,891 | 782 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $653,104 | 772 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $555,528 | 632 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $449,141 | 564 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $394,216 | 557 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $278,061 | 509 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $274,857 | 480 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $224,779 | 454 | Shares | Sole | 2024-10-30 | |
| No filing history on record for this holder in this stock. | ||||||