WILLNER & HELLER, LLC

Position in GS — Goldman Sachs Group Inc

CIK 1927796 ENCINO, CA

Position in GS

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

Position Value

$2,349,412

+$388,408 QoQ

Shares Held

2,323

+0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.41%

of 13F equity value

Holder Rank

#1,267

of 3,124 holders

Holding Since

Dec 2021

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

WILLNER & HELLER, LLC holds $3,285,702 across 2 Capital Markets names. GS ranks #1 (71.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	GS	Goldman Sachs Group Inc This page	2,323	$2,349,412
2	MS	Morgan Stanley	4,479	$936,290

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,349,412	2,323	+0.2%	Shares	Sole	2026-07-07
2026-03-31	$1,961,004	2,318	-1.2%	Shares	Sole	2026-04-17
2025-12-31	$2,063,013	2,347	-2.0%	Shares	Sole	2026-01-12
2025-09-30	$1,908,054	2,396	-3.5%	Shares	Sole	2025-10-16
2025-06-30	$1,757,343	2,483	+0.4%	Shares	Sole	2025-07-22
2025-03-31	$1,350,975	2,473	+0.6%	Shares	Sole	2025-05-05
2024-12-31	$1,408,072	2,459	-0.3%	Shares	Sole	2025-01-16
2024-09-30	$1,220,941	2,466	+1.1%	Shares	Sole	2024-10-10
2024-06-30	$1,103,660	2,440	-3.3%	Shares	Sole	2024-07-19
2024-03-31	$1,053,414	2,522	-1.2%	Shares	Sole	2024-07-19
2023-12-31	$984,485	2,552	+25.6%	Shares	Sole	2024-03-06
2022-12-31	$697,748	2,032	+0.4%	Shares	Sole	2023-02-14
2022-09-30	$592,840	2,023	+0.8%	Shares	Sole	2022-10-24
2022-06-30	$595,822	2,006	+19.3%	Shares	Sole	2022-07-22
2022-03-31	$554,898	1,681	+0.4%	Shares	Sole	2022-07-05
2021-12-31	$640,388	1,674	—	Shares	Sole	2022-06-06
No filing history on record for this holder in this stock.