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Strategic Planning Group, LLC

SEC CIK
0001875525
Latest filing
Jul 16, 2026

GS holding history

Goldman Sachs Group Inc in every 13F filed by Strategic Planning 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)
507
Value
$513.6K
% of portfolio
0.1%
Quarters held
11
Since Q4 2023
Holdings of GS by Strategic Planning Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026507$513.6K0.1%−36−6.6%ReducedHolders
Q1 2026543$459.5K0.1%−14,628−96.4%ReducedHolders
Q4 202515,171$13.3M1.7%+1,007+7.1%AddedHolders
Q3 202514,164$11.3M1.5%+5,035+55.2%AddedHolders
Q2 20259,129$6.46M1.0%+1,417+18.4%AddedHolders
Q1 20257,712$4.21M0.8%−166−2.1%ReducedHolders
Q4 20247,878$4.51M0.8%+213+2.8%AddedHolders
Q3 20247,665$3.80M0.7%+412+5.7%AddedHolders
Q2 20247,253$3.28M0.7%+632+9.5%AddedHolders
Q1 20246,621$2.77M0.7%+685+11.5%AddedHolders
Q4 20235,936$2.29M0.8%–No prior filingHolders