Lifestyle Asset Management, Inc.
Position in GS — Goldman Sachs Group Inc
CIK 1845675
Friendswood, TX
Position in GS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$406,570
+$68,174 QoQ
Shares Held
402
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#2,335
of 3,125 holders
Holding Since
Dec 2022
13 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, 2026Lifestyle Asset Management, Inc. holds $1,852,622 across 5 Capital Markets names. GS ranks #2 (21.9% of the industry book) .
All Filings in GS
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $406,570 | 402 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $338,396 | 400 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $355,995 | 405 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $309,780 | 389 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $285,223 | 403 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $215,784 | 395 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $247,944 | 433 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $222,799 | 450 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $213,947 | 473 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $243,930 | 584 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $260,780 | 676 | Shares | Sole | 2024-02-12 | |
| 2023-03-31 | $222,761 | 681 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $214,955 | 626 | Shares | Sole | 2023-04-20 | |
| No filing history on record for this holder in this stock. | ||||||