Position in GS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$7,646,968
+$1,252,976 QoQ
Shares Held
7,561
+0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
4.20%
of 13F equity value
Holder Rank
#766
of 3,125 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026HIGHLINE WEALTH PARTNERS LLC holds $7,823,929 across 10 Capital Markets names. GS ranks #1 (97.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
7,561 | $7,646,968 | |
| 2 | SCHW |
Schwab Charles Corp
|
895 | $82,581 | |
| 3 | MS |
Morgan Stanley
|
240 | $50,169 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
147 | $14,741 | |
| 5 | EVR |
Evercore Inc.
|
25 | $8,536 | |
| 6 | VIRT |
Virtu Financial, Inc.
|
137 | $8,161 | |
| 7 | IREN |
IREN Ltd
|
157 | $7,179 | |
| 8 | NMR |
Nomura Holdings Inc
|
319 | $2,800 |
All Filings in GS
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,646,968 | 7,561 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $6,393,992 | 7,558 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $6,676,005 | 7,595 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $6,032,351 | 7,575 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $5,339,973 | 7,545 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $4,129,406 | 7,559 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $4,319,845 | 7,544 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $3,727,188 | 7,528 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $3,399,637 | 7,516 | Shares | Sole | 2024-10-28 | |
| 2024-03-31 | $3,134,763 | 7,505 | Shares | Sole | 2024-10-28 | |
| 2023-12-31 | $2,895,203 | 7,505 | Shares | Sole | 2024-10-29 | |
| 2023-09-30 | $2,428,392 | 7,505 | Shares | Sole | 2024-10-29 | |
| 2023-06-30 | $2,420,662 | 7,505 | Shares | Sole | 2024-10-29 | |
| 2023-03-31 | $2,454,960 | 7,505 | Shares | Sole | 2024-10-29 | |
| 2022-12-31 | $2,370,695 | 6,904 | Shares | Sole | 2024-10-29 | |
| 2022-09-30 | $2,023,217 | 6,904 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||