Position in GS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$315,547
+$68,518 QoQ
Shares Held
312
+6.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#2,519
of 3,125 holders
Holding Since
Dec 2024
5 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, 2026RICHARDS, MERRILL & PETERSON, INC. holds $2,788,607 across 3 Capital Markets names. GS ranks #2 (11.3% of the industry book) .
All Filings in GS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $315,547 | 312 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $247,029 | 292 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $243,483 | 277 | Shares | Sole | 2026-01-27 | |
| 2025-03-31 | $35,508 | 65 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $37,220 | 65 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||