Position in GS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$5,727,388
+$1,035,528 QoQ
Shares Held
5,663
+2.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#877
of 3,124 holders
Holding Since
Dec 2021
18 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, 2026Journey Advisory Group, LLC holds $6,926,356 across 4 Capital Markets names. GS ranks #1 (82.7% of the industry book) .
All Filings in GS
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,727,388 | 5,663 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $4,691,860 | 5,546 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $5,552,643 | 6,317 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $4,293,122 | 5,391 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,780,092 | 5,341 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $3,029,724 | 5,546 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,082,986 | 5,384 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,665,672 | 5,384 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,528,921 | 5,591 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,335,304 | 5,591 | Shares | Sole | 2024-05-09 | |
| 2023-09-30 | $1,512,689 | 4,675 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,507,229 | 4,673 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,512,229 | 4,623 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,412,321 | 4,113 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,139,964 | 3,890 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,051,450 | 3,540 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $556,548 | 1,686 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $644,979 | 1,686 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||