Greenline Wealth Management LLC

Position in GS — Goldman Sachs Group Inc

CIK 2111541 BOCA RATON, FL

Position in GS

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$667,504

+$152,297 QoQ

Shares Held

660

+8.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.05%

of 13F equity value

Holder Rank

#2,002

of 3,125 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Greenline Wealth Management LLC holds $1,341,064 across 4 Capital Markets names. GS ranks #1 (49.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	660	$667,504
2	HOOD	Robinhood Markets, Inc.	2,459	$246,588
3	IBKR	Interactive Brokers Group, Inc.	2,475	$215,424
4	MS	Morgan Stanley	1,012	$211,548

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$667,504	660	+8.4%	Shares	Sole	2026-07-23
2026-03-31	$515,207	609	+11.7%	Shares	Sole	2026-05-14
2025-12-31	$479,055	545	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.