Position in GS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$695,822
+$103,629 QoQ
Shares Held
688
-1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#1,977
of 3,124 holders
Holding Since
Jun 2025
5 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, 2026PEAK FINANCIAL ADVISORS LLC holds $3,403,101 across 3 Capital Markets names. GS ranks #2 (20.4% of the industry book) .
All Filings in GS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $695,822 | 688 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $592,193 | 700 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $612,663 | 697 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $571,779 | 718 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $504,625 | 713 | Shares | Sole | 2025-07-07 | |
| No filing history on record for this holder in this stock. | ||||||