Position in GS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,396,701
+$733,445 QoQ
Shares Held
1,381
+76.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,538
of 3,125 holders
Holding Since
Jun 2024
6 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, 2026Triad Wealth Partners, LLC holds $4,310,776 across 3 Capital Markets names. GS ranks #2 (32.4% 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 | $1,396,701 | 1,381 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $663,256 | 784 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $724,296 | 824 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $325,707 | 409 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $235,680 | 333 | Shares | Sole | 2025-07-21 | |
| 2024-06-30 | $30,757 | 68 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||