W ADVISORS, LLC

Position in GS — Goldman Sachs Group Inc

CIK 1929907 Germantown, TN

Position in GS

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$638,173

+$111,122 QoQ

Shares Held

631

+1.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.67%

of 13F equity value

Holder Rank

#2,024

of 3,125 holders

Holding Since

Dec 2021

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

W ADVISORS, LLC holds $2,714,775 across 2 Capital Markets names. GS ranks #2 (23.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MS	Morgan Stanley	9,934	$2,076,602
2	GS	Goldman Sachs Group Inc This page	631	$638,173

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$638,173	631	+1.3%	Shares	Other	2026-07-31
2026-03-31	$527,051	623	-0.2%	Shares	Sole	2026-04-29
2025-12-31	$548,496	624	0.0%	Shares	Sole	2026-02-13
2025-09-30	$496,922	624	0.0%	Shares	Sole	2025-11-14
2025-06-30	$441,636	624	0.0%	Shares	Sole	2025-08-07
2025-03-31	$340,884	624	-2.0%	Shares	Sole	2025-05-13
2024-12-31	$364,758	637	0.0%	Shares	Other	2025-01-22
2024-09-30	$315,384	637	0.0%	Shares	Sole	2024-10-28
2024-06-30	$288,127	637	0.0%	Shares	Sole	2024-08-06
2024-03-31	$266,067	637	+0.2%	Shares	Sole	2024-04-25
2023-12-31	$245,349	636	+0.2%	Shares	Sole	2024-02-06
2023-09-30	$205,466	635	0.0%	Shares	Sole	2023-11-13
2023-06-30	$204,811	635	+0.2%	Shares	Other	2023-08-04
2023-03-31	$207,387	634	0.0%	Shares	Sole	2023-08-07
2022-12-31	$217,702	634	0.0%	Shares	Sole	2023-02-07
2022-03-31	$209,283	634	+9.7%	Shares	Other	2022-08-26
2021-12-31	$221,113	578	—	Shares	Other	2022-08-15
No filing history on record for this holder in this stock.