Position in GS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,237,640
+$4,233,351 QoQ
Shares Held
4,190
+15.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#995
of 3,125 holders
Holding Since
Dec 2023
11 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, 2026LM Advisors LLC holds $6,501,580 across 4 Capital Markets names. GS ranks #1 (65.2% of the industry book) .
All Filings in GS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,237,640 | 4,190 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,289 | 3,621 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,010 | 3,525 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,202,919 | 4,022 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,856,479 | 4,036 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,173,141 | 3,978 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,045,398 | 3,572 | Shares | Sole | 2025-02-26 | |
| 2024-09-30 | $1,670,006 | 3,373 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,616,139 | 3,573 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,492,406 | 3,573 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,407,288 | 3,648 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||