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Edge Wealth Management LLC

SEC CIK
0001567163
Latest filing
Jul 9, 2026

GS holding history

Goldman Sachs Group Inc in every 13F filed by Edge Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GS overviewAll 13F holders of GSFull Q2 2026 holdings

Shares (Q2 2026)
381
Value
$385.3K
% of portfolio
0.1%
Quarters held
13
Since Q1 2021
Holdings of GS by Edge Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026381$385.3K0.1%+1+0.3%AddedHolders
Q1 2026380$321.9K0.1%00.0%UnchangedHolders
Q4 2025380$333.8K0.1%+1+0.3%AddedHolders
Q3 2025379$302.0K0.1%00.0%UnchangedHolders
Q2 2025379$268.1K0.1%+1+0.3%AddedHolders
Q1 2025378$206.6K<0.1%+1+0.3%AddedHolders
Q4 2024377$216.1K<0.1%+377NewHolders
Q3 20220$00.0%−842−100.0%Sold outHolders
Q2 2022842$250.0K0.1%+235+38.7%AddedHolders
Q1 2022607$201.0K<0.1%+156+34.6%AddedHolders
Q4 2021451$172.0K<0.1%+19+4.4%AddedHolders
Q3 2021432$163.0K<0.1%+1+0.2%AddedHolders
Q2 2021431$164.0K<0.1%00.0%UnchangedHolders
Q1 2021431$141.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.