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Mittelman Wealth Management

SEC CIK
0002021464
Latest filing
Aug 6, 2026

GS holding history

Goldman Sachs Group Inc in every 13F filed by Mittelman Wealth Management, 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)
422
Value
$430.8K
% of portfolio
0.3%
Quarters held
10
Since Q1 2024
Holdings of GS by Mittelman Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026422$430.8K0.3%−425−50.2%ReducedHolders
Q1 2026847$716.6K0.4%−192−18.5%ReducedHolders
Q4 20251,039$913.3K0.6%+685+193.5%AddedHolders
Q3 2025354$281.9K0.2%−39−9.9%ReducedHolders
Q2 2025393$278.1K0.2%−127−24.4%ReducedHolders
Q1 2025520$284.1K0.3%00.0%UnchangedHolders
Q4 2024520$297.8K0.3%−274−34.5%ReducedHolders
Q3 2024794$393.1K0.2%−2,635−76.8%ReducedHolders
Q2 20243,429$1.55M1.0%+933+37.4%AddedHolders
Q1 20242,496$1.04M0.7%–No prior filingHolders