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Naviter Wealth, LLC

SEC CIK
0001855567
Latest filing
Aug 7, 2026

GS holding history

Goldman Sachs Group Inc in every 13F filed by Naviter Wealth, 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)
6,763
Value
$6.84M
% of portfolio
0.6%
Quarters held
15
Since Q2 2022
Holdings of GS by Naviter Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,763$6.84M0.6%+934+16.0%AddedHolders
Q1 20265,829$4.93M0.6%−94−1.6%ReducedHolders
Q4 20255,923$5.21M0.7%−502−7.8%ReducedHolders
Q3 20256,425$5.12M0.6%+98+1.5%AddedHolders
Q2 20256,327$4.48M0.6%−99−1.5%ReducedHolders
Q1 20256,426$3.49M0.4%+120+1.9%AddedHolders
Q4 20246,306$3.61M0.4%+2,271+56.3%AddedHolders
Q3 20244,035$2.00M0.3%−525−11.5%ReducedHolders
Q2 20244,560$2.06M0.3%−469−9.3%ReducedHolders
Q1 20245,029$2.10M0.3%−8−0.2%ReducedHolders
Q4 20235,037$1.94M0.4%+961+23.6%AddedHolders
Q3 20234,076$1.32M0.3%+329+8.8%AddedHolders
Q2 20233,747$1.21M0.3%+472+14.4%AddedHolders
Q1 20233,275$1.07M0.4%+3,275NewHolders
Q3 20220$00.0%−1,014−100.0%Sold outHolders
Q2 20221,014$301.0K0.1%+1,014NewHolders