Position in GS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$923,380
-$201,785 QoQ
Shares Held
913
-31.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,801
of 3,125 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Derivatives in GS
reported options exposure · as of Mar 31, 2024CallValue
$0
CallShares
0
PutValue
$41,769
PutShares
100
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Jun 30, 2026Lebenthal Global Advisors, LLC holds $2,254,114 across 3 Capital Markets names. GS ranks #1 (41.0% of the industry book) .
All Filings in GS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $923,380 | 913 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,125,165 | 1,330 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $797,253 | 907 | Shares | Defined | 2026-01-28 | |
| 2025-09-30 | $622,745 | 782 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $673,070 | 951 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $629,326 | 1,152 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $419,157 | 732 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $590,171 | 1,192 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $540,522 | 1,195 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $41,769 | 100 | Put | Sole | 2024-05-09 | |
| 2024-03-31 | $580,589 | 1,390 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $536,220 | 1,390 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $492,149 | 1,521 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $458,974 | 1,423 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $595,667 | 1,821 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $368,103 | 1,072 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $411,442 | 1,404 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $611,861 | 2,060 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $792,570 | 2,401 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $447,200 | 1,169 | Shares | Sole | 2022-04-15 | |
| 2021-09-30 | $441,161 | 1,167 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $444,050 | 1,170 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $486,903 | 1,489 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $392,664 | 1,489 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||