Position in GS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$531,980
+$108,140 QoQ
Shares Held
526
+5.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#2,144
of 3,124 holders
Holding Since
Sep 2025
4 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, 2026TRED AVON FAMILY WEALTH, LLC holds $1,594,918 across 3 Capital Markets names. GS ranks #2 (33.4% 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 | $531,980 | 526 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $423,840 | 501 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $431,589 | 491 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $391,007 | 491 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||