Position in GS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$202,274
New position
Shares Held
200
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,862
of 3,124 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Capital Markets
Financial Services · as of Jun 30, 2026Brown Miller Wealth Management, LLC holds $670,114 across 2 Capital Markets names. GS ranks #2 (30.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
5,375 | $467,840 | |
| 2 | GS |
Goldman Sachs Group Inc
This page
|
200 | $202,274 |
All Filings in GS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,274 | 200 | Shares | Sole | 2026-07-16 | |
| No filing history on record for this holder in this stock. | ||||||