Position in GS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$390,388
+$149,281 QoQ
Shares Held
386
+35.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#2,364
of 3,125 holders
Holding Since
Dec 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 Jun 30, 2026PLANNING ALTERNATIVES LTD /ADV holds $774,812 across 2 Capital Markets names. GS ranks #1 (50.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
386 | $390,388 | |
| 2 | MS |
Morgan Stanley
|
1,839 | $384,424 |
All Filings in GS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $390,388 | 386 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $241,107 | 285 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $250,515 | 285 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||