WealthPlan Investment Management, LLC

Position in GS — Goldman Sachs Group Inc

CIK 1929986 OMAHA, NE

Position in GS

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$360,046

+$102,866 QoQ

Shares Held

356

+17.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#2,414

of 3,125 holders

Holding Since

Mar 2023

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

WealthPlan Investment Management, LLC holds $3,456,141 across 4 Capital Markets names. GS ranks #3 (10.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	25,881	$2,388,039
2	IREN	IREN Ltd	10,786	$493,243
3	GS	Goldman Sachs Group Inc This page	356	$360,046
4	IBKR	Interactive Brokers Group, Inc.	2,468	$214,813

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$360,046	356	+17.1%	Shares	Sole	2026-07-28
2026-03-31	$257,180	304	-83.1%	Shares	Sole	2026-04-29
2025-12-31	$1,584,837	1,803	-18.3%	Shares	Sole	2026-02-05
2025-09-30	$1,757,544	2,207	+3.8%	Shares	Sole	2025-10-27
2025-06-30	$1,505,384	2,127	-2.9%	Shares	Sole	2025-07-28
2025-03-31	$1,196,375	2,190	+12782.4%	Shares	Sole	2025-05-12
2023-03-31	$5,560	17	—	Shares	Other	2023-05-08
No filing history on record for this holder in this stock.