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Private Wealth Management Group, LLC

SEC CIK
0002011342
Latest filing
Jul 27, 2026

GS holding history

Goldman Sachs Group Inc in every 13F filed by Private Wealth Management 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)
279
Value
$282.2K
% of portfolio
0.1%
Quarters held
11
Since Q4 2023
Holdings of GS by Private Wealth Management Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026279$282.2K0.1%−29−9.4%ReducedHolders
Q1 2026308$260.6K0.1%+17+5.8%AddedHolders
Q4 2025291$255.8K0.1%00.0%UnchangedHolders
Q3 2025291$231.7K0.1%+30+11.5%AddedHolders
Q2 2025261$184.7K0.1%00.0%UnchangedHolders
Q1 2025261$142.6K0.1%+111+74.0%AddedHolders
Q4 2024150$85.9K<0.1%00.0%UnchangedHolders
Q3 2024150$74.3K<0.1%00.0%UnchangedHolders
Q2 2024150$67.8K<0.1%00.0%UnchangedHolders
Q1 2024150$62.7K<0.1%−76−33.6%ReducedHolders
Q4 2023226$87.2K<0.1%–No prior filingHolders