Position in GS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$636,151
+$98,948 QoQ
Shares Held
629
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,026
of 3,124 holders
Holding Since
Mar 2024
10 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, 2026Beaumont Financial Advisors, LLC holds $2,202,439 across 4 Capital Markets names. GS ranks #2 (28.9% of the industry book) .
All Filings in GS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $636,151 | 629 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $537,203 | 635 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $558,165 | 635 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $564,612 | 709 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $556,291 | 786 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $430,476 | 788 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $557,159 | 973 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $371,332 | 750 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $334,716 | 740 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $300,736 | 720 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||