Position in GS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$512,764
+$53,392 QoQ
Shares Held
507
-6.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,170
of 3,125 holders
Holding Since
Dec 2023
11 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, 2026STRATEGIC PLANNING GROUP, LLC holds $15,682,378 across 2 Capital Markets names. GS ranks #2 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
72,568 | $15,169,614 | |
| 2 | GS |
Goldman Sachs Group Inc
This page
|
507 | $512,764 |
All Filings in GS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $512,764 | 507 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $459,372 | 543 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $13,335,309 | 15,171 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $11,279,501 | 14,164 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $6,461,049 | 9,129 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $4,212,988 | 7,712 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $4,511,100 | 7,878 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $3,795,018 | 7,665 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $3,280,676 | 7,253 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,765,525 | 6,621 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $2,289,930 | 5,936 | Shares | Sole | 2024-04-12 | |
| No filing history on record for this holder in this stock. | ||||||