Thrive Wealth Management, LLC

Position in GS — Goldman Sachs Group Inc

CIK 1847610 AUDUBON, PA

Position in GS

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$682,674

+$122,629 QoQ

Shares Held

675

+2.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#1,987

of 3,125 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Thrive Wealth Management, LLC holds $2,477,302 across 5 Capital Markets names. GS ranks #1 (27.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	675	$682,674
2	IBKR	Interactive Brokers Group, Inc.	7,711	$671,165
3	MS	Morgan Stanley	2,483	$519,046
4	LPLA	LPL Financial Holdings Inc.	1,090	$307,031
5	SCHW	Schwab Charles Corp	3,223	$297,386

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$682,674	675	+2.0%	Shares	Sole	2026-07-07
2026-03-31	$560,045	662	+4.6%	Shares	Sole	2026-04-09
2025-12-31	$556,407	633	-0.6%	Shares	Sole	2026-01-12
2025-09-30	$507,274	637	-1.1%	Shares	Sole	2025-10-07
2025-06-30	$455,791	644	-1.2%	Shares	Sole	2025-07-09
2025-03-31	$356,181	652	+3.7%	Shares	Sole	2025-04-10
2024-12-31	$360,177	629	+1.1%	Shares	Sole	2025-01-16
2024-09-30	$307,958	622	+0.5%	Shares	Sole	2024-10-04
2024-06-30	$279,986	619	-5.5%	Shares	Sole	2024-07-12
2024-03-31	$273,586	655	+9.3%	Shares	Sole	2024-04-16
2023-12-31	$231,076	599	—	Shares	Sole	2024-01-10
No filing history on record for this holder in this stock.