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Livermore
Livermore
ZHEN

Heritage Wealth Advisors

SEC CIK
0001591122
Latest filing
Aug 14, 2026

GS holding history

Goldman Sachs Group Inc in every 13F filed by Heritage Wealth Advisors, 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)
1,073
Value
$1.09M
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of GS by Heritage Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,073$1.09M<0.1%00.0%UnchangedHolders
Q1 20261,073$907.7K<0.1%+35+3.4%AddedHolders
Q4 20251,038$912.4K<0.1%00.0%UnchangedHolders
Q3 20251,038$826.6K<0.1%00.0%UnchangedHolders
Q2 20251,038$734.6K<0.1%00.0%UnchangedHolders
Q1 20251,038$567.0K<0.1%−119−10.3%ReducedHolders
Q4 20241,157$662.6K<0.1%−85−6.8%ReducedHolders
Q3 20241,242$615.2K<0.1%+2+0.2%AddedHolders
Q2 20241,240$560.8K<0.1%+1+0.1%AddedHolders
Q1 20241,239$517.6K<0.1%−199−13.8%ReducedHolders
Q4 20231,438$554.9K<0.1%+200+16.2%AddedHolders
Q3 20231,238$400.4K<0.1%+1+0.1%AddedHolders
Q2 20231,237$398.8K<0.1%−70−5.4%ReducedHolders
Q1 20231,307$427.4K<0.1%+96+7.9%AddedHolders
Q4 20221,211$415.8K<0.1%+129+11.9%AddedHolders
Q3 20221,082$317.2K<0.1%−482−30.8%ReducedHolders
Q2 20221,564$465.0K<0.1%+1,214+346.9%AddedHolders
Q1 2022350$116.0K<0.1%00.0%UnchangedHolders
Q4 2021350$134.0K<0.1%00.0%UnchangedHolders
Q3 2021350$132.3K<0.1%+350NewHolders
Q2 20210$00.0%−200−100.0%Sold outHolders
Q1 2021200$65.4K<0.1%––Holders

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