Position in GS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$275,092
-$35 QoQ
Shares Held
272
-13.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#2,640
of 3,124 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Kellett Wealth Advisors, LLC holds $636,549 across 3 Capital Markets names. GS ranks #2 (43.2% of the industry book) .
All Filings in GS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $275,092 | 272 | Shares | Sole | 2026-07-23 | |
| 2025-12-31 | $275,127 | 313 | Shares | Sole | 2026-01-23 | |
| No filing history on record for this holder in this stock. | ||||||