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Livermore
Livermore
ZHEN

Essential Planning, LLC.

SEC CIK
0001949824
Latest filing
Aug 3, 2026

GS holding history

Goldman Sachs Group Inc in every 13F filed by Essential Planning, 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)
500
Value
$505.7K
% of portfolio
0.1%
Quarters held
16
Since Q3 2022
Holdings of GS by Essential Planning, LLC., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026500$505.7K0.1%00.0%UnchangedHolders
Q1 2026500$423.0K0.1%00.0%UnchangedHolders
Q4 2025500$439.5K0.1%00.0%UnchangedHolders
Q3 2025500$398.2K0.1%00.0%UnchangedHolders
Q2 2025500$353.9K0.1%00.0%UnchangedHolders
Q1 2025500$273.1K0.1%−500−50.0%ReducedHolders
Q4 20241,000$533.9K<0.1%+500+100.0%AddedHolders
Q3 2024500$247.6K0.1%00.0%UnchangedHolders
Q2 2024500$226.2K0.1%−302−37.7%ReducedHolders
Q1 2024802$309.4K0.2%00.0%UnchangedHolders
Q4 2023802$309.4K0.2%00.0%UnchangedHolders
Q3 2023802$259.5K0.1%00.0%UnchangedHolders
Q2 2023802$258.7K0.1%00.0%UnchangedHolders
Q1 2023802$262.3K0.2%00.0%UnchangedHolders
Q4 2022802$275.4K0.2%00.0%UnchangedHolders
Q3 2022802$235.0K1.4%–No prior filingHolders