Position in GS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$5,311,715
+$731,526 QoQ
Shares Held
5,252
-3.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.22%
of 13F equity value
Holder Rank
#907
of 3,124 holders
Holding Since
Dec 2023
11 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, 2026AVISO WEALTH MANAGEMENT holds $7,730,183 across 3 Capital Markets names. GS ranks #1 (68.7% 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 | $5,311,715 | 5,252 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $4,580,189 | 5,414 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $4,700,013 | 5,347 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,277,195 | 5,371 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,636,419 | 5,138 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,770,236 | 5,071 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,526,032 | 2,665 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,328,875 | 2,684 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,195,934 | 2,644 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,147,812 | 2,748 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,042,350 | 2,702 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||