CALTON & ASSOCIATES, INC.

Position in GS — Goldman Sachs Group Inc

CIK 822648 Tampa, FL

Position in GS

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,102,393

+$101,587 QoQ

Shares Held

1,090

-7.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#1,672

of 3,125 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CALTON & ASSOCIATES, INC. holds $1,955,622 across 3 Capital Markets names. GS ranks #1 (56.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	1,090	$1,102,393
2	MS	Morgan Stanley	2,712	$566,916
3	SCHW	Schwab Charles Corp	3,103	$286,313

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,102,393	1,090	-7.9%	Shares	Sole	2026-08-10
2026-03-31	$1,000,806	1,183	-3.7%	Shares	Sole	2026-05-13
2025-12-31	$1,080,291	1,229	+19.7%	Shares	Sole	2026-02-10
2025-09-30	$817,851	1,027	-19.1%	Shares	Sole	2025-11-07
2025-06-30	$898,842	1,270	-7.2%	Shares	Sole	2025-08-12
2025-03-31	$747,871	1,369	-4.1%	Shares	Sole	2025-05-15
2024-12-31	$817,128	1,427	-13.2%	Shares	Sole	2025-01-23
2024-09-30	$813,960	1,644	-11.5%	Shares	Sole	2024-10-21
2024-06-30	$840,410	1,858	+0.6%	Shares	Sole	2024-07-19
2024-03-31	$771,473	1,847	-0.7%	Shares	Sole	2024-04-16
2023-12-31	$717,532	1,860	-2.3%	Shares	Sole	2024-02-07
2023-06-30	$614,116	1,904	-1.9%	Shares	Sole	2023-07-24
2023-03-31	$634,593	1,940	+20.5%	Shares	Sole	2023-04-19
2022-12-31	$552,841	1,610	+108.5%	Shares	Sole	2023-01-18
2022-09-30	$226,234	772	-4.3%	Shares	Sole	2022-10-31
2022-06-30	$239,695	807	-7.3%	Shares	Sole	2022-07-12
2022-03-31	$287,517	871	+3.6%	Shares	Sole	2022-04-26
2021-12-31	$321,724	841	-4.6%	Shares	Sole	2022-01-13
2021-09-30	$333,422	882	-1.6%	Shares	Sole	2021-11-05
2021-06-30	$340,058	896	-33.4%	Shares	Sole	2021-08-11
2021-03-31	$440,142	1,346	+51.2%	Shares	Sole	2021-05-03
2020-12-31	$234,701	890	—	Shares	Sole	2021-01-25
No filing history on record for this holder in this stock.