Caliber Wealth Management, LLC / KS
Position in GS — Goldman Sachs Group Inc
CIK 2067120
Overland Park, KS
Position in GS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$413,650
-$2,577 QoQ
Shares Held
409
-16.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#2,326
of 3,125 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, 2026Caliber Wealth Management, LLC / KS holds $792,221 across 2 Capital Markets names. GS ranks #1 (52.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
409 | $413,650 | |
| 2 | MS |
Morgan Stanley
|
1,811 | $378,571 |
All Filings in GS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $413,650 | 409 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $416,227 | 492 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $334,899 | 381 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $220,588 | 277 | Shares | Sole | 2025-11-05 | |
| No filing history on record for this holder in this stock. | ||||||