Peak Planning Group, LLC

Position in GS — Goldman Sachs Group Inc

CIK 2097384 CENTENNIAL, CO

Position in GS

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,357,258

+$224,478 QoQ

Shares Held

1,342

+0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

#1,555

of 3,124 holders

Holding Since

Sep 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Peak Planning Group, LLC holds $2,650,030 across 3 Capital Markets names. GS ranks #1 (51.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	1,342	$1,357,258
2	SCHW	Schwab Charles Corp	9,047	$834,766
3	MS	Morgan Stanley	2,191	$458,006

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,357,258	1,342	+0.2%	Shares	Sole	2026-08-12
2026-03-31	$1,132,780	1,339	-0.1%	Shares	Sole	2026-04-22
2025-12-31	$1,177,860	1,340	+3.6%	Shares	Sole	2026-02-13
2025-03-31	$706,899	1,294	+16.5%	Shares	Sole	2026-06-24
2024-12-31	$636,180	1,111	+1.7%	Shares	Sole	2026-05-26
2024-09-30	$540,660	1,092	-3.4%	Shares	Sole	2026-06-24
2024-06-30	$511,121	1,130	+1.2%	Shares	Sole	2026-05-26
2024-03-31	$466,559	1,117	+0.1%	Shares	Sole	2026-05-26
2023-12-31	$430,519	1,116	-0.9%	Shares	Sole	2026-05-26
2023-09-30	$364,339	1,126	-0.8%	Shares	Sole	2026-05-26
2023-06-30	$366,082	1,135	+0.1%	Shares	Sole	2026-05-26
2023-03-31	$370,942	1,134	+0.1%	Shares	Sole	2026-05-26
2022-12-31	$389,049	1,133	+0.2%	Shares	Sole	2026-05-26
2022-09-30	$331,439	1,131	—	Shares	Sole	2026-05-26
No filing history on record for this holder in this stock.