Skip to main content

LWM Advisory Services, LLC

SEC CIK
0001697716
Latest filing
Aug 3, 2026

GS holding history

Goldman Sachs Group Inc in every 13F filed by LWM Advisory Services, 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 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q1 2024
Holdings of GS by LWM Advisory Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−833−100.0%Sold outHolders
Q1 2025833$455.1K0.3%+65+8.5%AddedHolders
Q4 2024768$439.8K0.3%−34−4.2%ReducedHolders
Q3 2024802$397.1K0.3%−85−9.6%ReducedHolders
Q2 2024887$401.2K0.3%+8+0.9%AddedHolders
Q1 2024879$367.1K0.3%+879NewHolders