Position in GS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$241,717
+$50,974 QoQ
Shares Held
239
+10.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,734
of 3,125 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026QTR Family Wealth, LLC holds $1,376,870 across 4 Capital Markets names. GS ranks #4 (17.6% of the industry book) .
All Filings in GS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,717 | 239 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $190,743 | 217 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||