PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
Position in GS — Goldman Sachs Group Inc
CIK 1989941
LEAWOOD, KS
Position in GS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,508,442
+$2,379,046 QoQ
Shares Held
3,469
+159.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.02%
of 13F equity value
Holder Rank
#1,072
of 3,125 holders
Holding Since
Sep 2023
10 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, 2026PREVAIL INNOVATIVE WEALTH ADVISORS, LLC holds $3,848,221 across 2 Capital Markets names. GS ranks #1 (91.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
3,469 | $3,508,442 | |
| 2 | SF |
Stifel Financial Corp
|
4,870 | $339,779 |
All Filings in GS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,508,442 | 3,469 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,129,396 | 1,335 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $589,809 | 671 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $530,369 | 666 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $427,481 | 604 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $2,823,226 | 5,168 | Shares | Sole | 2025-05-02 | |
| 2024-06-30 | $2,086,552 | 4,613 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $4,048,669 | 9,693 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,255,898 | 8,440 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,462,044 | 7,609 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||