Position in GS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,004,780
+$680,000 QoQ
Shares Held
2,971
+8.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#1,143
of 3,125 holders
Holding Since
Sep 2022
16 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, 2026Balboa Wealth Partners holds $5,823,643 across 5 Capital Markets names. GS ranks #1 (51.6% of the industry book) .
All Filings in GS
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,004,780 | 2,971 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,324,780 | 2,748 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $2,694,135 | 3,065 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $2,457,536 | 3,086 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,202,518 | 3,112 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,763,424 | 3,228 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,761,379 | 3,076 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $804,058 | 1,624 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $602,037 | 1,331 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $608,992 | 1,458 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $515,774 | 1,337 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $358,515 | 1,108 | Shares | Defined | 2023-10-23 | |
| 2023-06-30 | $361,244 | 1,120 | Shares | Defined | 2023-08-08 | |
| 2023-03-31 | $535,479 | 1,637 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $435,749 | 1,269 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $371,587 | 1,268 | Shares | Sole | 2023-01-04 | |
| No filing history on record for this holder in this stock. | ||||||