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AVISO WEALTH MANAGEMENT: GS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AVISO WEALTH MANAGEMENT on GS, newest first. How the timeline and the estimate are built.

AVISO WEALTH MANAGEMENT held 5,252 GS shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,252 shares
    Change vs previous 13F -162 shares

    1.81% of the 13F portfolio, value $5,312,621.

    13F-HR 0002011802-26-000003 filed by AVISO WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 5,414 shares
    Change vs previous 13F +67 shares

    2.06% of the 13F portfolio, value $4,580,808.

    13F-HR 0002011802-26-000002 filed by AVISO WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 5,347 shares
    Change vs previous 13F -24 shares

    1.98% of the 13F portfolio, value $4,700,660.

    13F-HR 0002011802-26-000001 filed by AVISO WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 5,371 shares
    Change vs previous 13F +233 shares

    1.86% of the 13F portfolio, value $4,276,877.

    13F-HR 0002011802-25-000007 filed by AVISO WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 5,138 shares
    Change vs previous 13F +67 shares

    1.7% of the 13F portfolio, value $3,636,738.

    13F-HR 0002011802-25-000003 filed by AVISO WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 5,071 shares
    Change vs previous 13F +2,406 shares

    1.47% of the 13F portfolio, value $2,770,234.

    13F-HR 0002011802-25-000002 filed by AVISO WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,665 shares
    Change vs previous 13F -19 shares

    0.78% of the 13F portfolio, value $1,525,937.

    13F-HR 0002011802-25-000001 filed by AVISO WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 2,684 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $1,328,724.

    13F-HR 0002011802-24-000004 filed by AVISO WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).