Position in GS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$299,365
+$43,031 QoQ
Shares Held
296
-2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,571
of 3,125 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Acumen Wealth Advisors, LLC holds $994,181 across 6 Capital Markets names. GS ranks #2 (30.1% of the industry book) .
All Filings in GS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $299,365 | 296 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $256,334 | 303 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $266,337 | 303 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||