Position in GS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,232,828
+$863,290 QoQ
Shares Held
5,174
+0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#914
of 3,140 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026GLOBALT Investments LLC / GA holds $26,859,865 across 4 Capital Markets names. GS ranks #3 (19.5% of the industry book) .
All Filings in GS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,232,828 | 5,174 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,369,538 | 5,165 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,269,276 | 1,444 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,249,473 | 1,569 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $657,499 | 929 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $563,771 | 1,032 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||