Smallwood Wealth Investment Management, LLC
Position in GS — Goldman Sachs Group Inc
CIK 1921304
RED BANK, NJ
Position in GS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,022
-$2,207 QoQ
Shares Held
2
-60.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#3,114
of 3,125 holders
Holding Since
Jun 2025
5 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, 2026Smallwood Wealth Investment Management, LLC holds $570,293 across 6 Capital Markets names. GS ranks #4 (0.4% of the industry book) .
All Filings in GS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,022 | 2 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $4,229 | 5 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $4,395 | 5 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,592 | 2 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,415 | 2 | Shares | Sole | 2025-10-03 | |
| No filing history on record for this holder in this stock. | ||||||