Position in GS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,176,713
+$268,200 QoQ
Shares Held
3,141
-8.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,119
of 3,125 holders
Holding Since
Dec 2022
15 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, 2026Cyndeo Wealth Partners, LLC holds $21,874,764 across 4 Capital Markets names. GS ranks #2 (14.5% of the industry book) .
All Filings in GS
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,176,713 | 3,141 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,908,513 | 3,438 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,922,675 | 3,325 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $2,831,024 | 3,555 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $2,659,724 | 3,758 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,063,337 | 3,777 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,157,632 | 3,768 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,866,069 | 3,769 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,493,108 | 3,301 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,338,278 | 3,204 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $1,232,535 | 3,195 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $1,032,835 | 3,192 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $970,200 | 3,008 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,173,997 | 3,589 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,557,571 | 4,536 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||