Position in GS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$6,839,895
+$1,908,620 QoQ
Shares Held
6,763
+16.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#810
of 3,124 holders
Holding Since
Jun 2022
15 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Naviter Wealth, LLC holds $8,558,056 across 4 Capital Markets names. GS ranks #1 (79.9% of the industry book) .
All Filings in GS
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,839,895 | 6,763 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,931,275 | 5,829 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $5,206,317 | 5,923 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $5,116,548 | 6,425 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $4,477,934 | 6,327 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $3,510,459 | 6,426 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $3,610,941 | 6,306 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,997,768 | 4,035 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,062,579 | 4,560 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,100,563 | 5,029 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,943,123 | 5,037 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,318,871 | 4,076 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,208,557 | 3,747 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,071,285 | 3,275 | Shares | Sole | 2023-04-12 | |
| 2022-06-30 | $301,178 | 1,014 | Shares | Sole | 2022-07-18 | |
| No filing history on record for this holder in this stock. | ||||||