Skip to main content

Crown Wealth Group, LLC

SEC CIK
0001845698
Latest filing
Jul 21, 2026

GS holding history

Goldman Sachs Group Inc in every 13F filed by Crown Wealth Group, 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)
323
Value
$326.7K
% of portfolio
0.1%
Quarters held
6
Since Q4 2021
Holdings of GS by Crown Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026323$326.7K0.1%+21+7.0%AddedHolders
Q1 2026302$255.5K0.1%−18−5.6%ReducedHolders
Q4 2025320$281.3K0.1%+47+17.2%AddedHolders
Q3 2025273$217.4K0.1%+273NewHolders
Q2 20250$00.0%−384−100.0%Sold outHolders
Q1 2025384$209.8K0.1%+384NewHolders
Q1 20220$00.0%−1,106−100.0%Sold outHolders
Q4 20211,106$423.0K0.4%–No prior filingHolders