SUMMIT WEALTH GROUP LLC / CO
Position in GS — Goldman Sachs Group Inc
CIK 2081278
COLORADO SPRINGS, CO
Position in GS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$791,902
+$220,859 QoQ
Shares Held
783
+16.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,901
of 3,125 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026SUMMIT WEALTH GROUP LLC / CO holds $1,482,035 across 3 Capital Markets names. GS ranks #1 (53.4% of the industry book) .
All Filings in GS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $791,902 | 783 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $571,043 | 675 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $386,760 | 440 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 | $229,311 | 324 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||