Pines Wealth Management, LLC
Position in GS — Goldman Sachs Group Inc
CIK 2037426
SOUTHERN PINES, NC
Position in GS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,994,421
+$260,988 QoQ
Shares Held
1,972
-3.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
#1,339
of 3,124 holders
Holding Since
Dec 2024
7 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, 2026Pines Wealth Management, LLC holds $2,694,635 across 3 Capital Markets names. GS ranks #1 (74.0% of the industry book) .
All Filings in GS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,994,421 | 1,972 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,733,433 | 2,049 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,255,514 | 2,566 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,034,674 | 2,555 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,876,953 | 2,652 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,340,595 | 2,454 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,560,389 | 2,725 | Shares | Sole | 2025-01-14 | |
| No filing history on record for this holder in this stock. | ||||||