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Legacy Wealth Management, LLC

SEC CIK
0002047443
Latest filing
Jul 8, 2026

GS holding history

Goldman Sachs Group Inc in every 13F filed by Legacy Wealth Management, 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)
203
Value
$205.3K
% of portfolio
0.1%
Quarters held
11
Since Q1 2021
Holdings of GS by Legacy Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026203$205.3K0.1%+203NewHolders
Q3 20230$00.0%−6,827−100.0%Sold outHolders
Q2 20236,827$2.20M1.1%00.0%UnchangedHolders
Q1 20236,827$2.23M1.2%00.0%UnchangedHolders
Q4 20226,827$2.34M1.4%−110−1.6%ReducedHolders
Q3 20226,937$2.03M1.4%00.0%UnchangedHolders
Q2 20226,937$2.06M1.3%00.0%UnchangedHolders
Q1 20226,937$2.29M1.2%+12+0.2%AddedHolders
Q4 20216,925$2.65M1.4%−332−4.6%ReducedHolders
Q3 20217,257$2.74M1.5%−390−5.1%ReducedHolders
Q2 20217,647$2.90M1.6%−70−0.9%ReducedHolders
Q1 20217,717$2.52M1.5%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.