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Kellett Schaffner Wealth Advisors LLC

SEC CIK
0001910381
Latest filing
Jul 23, 2026

GS holding history

Goldman Sachs Group Inc in every 13F filed by Kellett Schaffner Wealth Advisors 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)
272
Value
$275.5K
% of portfolio
0.1%
Quarters held
2
Since Q4 2025
Holdings of GS by Kellett Schaffner Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026272$275.5K0.1%+272NewHolders
Q1 20260$00.0%−313−100.0%Sold outHolders
Q4 2025313$275.4K0.2%+313NewHolders