Position in GS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,096,325
+$433,915 QoQ
Shares Held
1,084
+38.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
#1,674
of 3,125 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, 2026Financial Life Planners holds $5,173,422 across 5 Capital Markets names. GS ranks #2 (21.2% 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 | $1,096,325 | 1,084 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $662,410 | 783 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $672,435 | 765 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $484,180 | 608 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $335,473 | 474 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $223,978 | 410 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $13,742 | 24 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||