Position in GS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,767,874
+$269,626 QoQ
Shares Held
1,748
-1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,410
of 3,124 holders
Holding Since
Dec 2024
7 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, 2026BURLING WEALTH PARTNERS, LLC holds $2,816,832 across 3 Capital Markets names. GS ranks #1 (62.8% of the industry book) .
All Filings in GS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,767,874 | 1,748 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,498,248 | 1,771 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,699,986 | 1,934 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,569,605 | 1,971 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,470,704 | 2,078 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,258,105 | 2,303 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,367,416 | 2,388 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||