Heritage Family Offices, LLP
Family OfficePosition in GS — Goldman Sachs Group Inc
CIK 2019316
SCOTTSDALE, AZ
Position in GS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$983,051
+$433,158 QoQ
Shares Held
972
+49.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#1,747
of 3,113 holders
Holding Since
Sep 2025
4 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, 2026Heritage Family Offices, LLP holds $1,999,553 across 3 Capital Markets names. GS ranks #1 (49.2% of the industry book) .
All Filings in GS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $983,051 | 972 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $549,893 | 650 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $281,280 | 320 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $270,759 | 340 | Shares | Sole | 2025-10-07 | |
| No filing history on record for this holder in this stock. | ||||||