Position in GS
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$219,111
-$7,671 QoQ
Shares Held
259
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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 Mar 31, 2026Exit Wealth Advisors, LLC. holds $1,453,726 across 3 Capital Markets names. GS ranks #3 (15.1% of the industry book) .
All Filings in GS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $219,111 | 259 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $226,782 | 258 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $205,458 | 258 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||