Skip to content

Broadway Wealth Solutions, Inc.: GS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Broadway Wealth Solutions, Inc. on GS, newest first. How the timeline and the estimate are built.

Broadway Wealth Solutions, Inc. held 602 GS shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 602 shares
    Change vs previous 13F -9 shares

    0.28% of the 13F portfolio, value $608,421.

    13F-HR 0002085853-26-000701 filed by Broadway Wealth Solutions, Inc.
    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 611 shares
    Change vs previous 13F +161 shares

    0.27% of the 13F portfolio, value $517,274.

    13F-HR 0002085853-26-000454 filed by Broadway Wealth Solutions, Inc.
    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 450 shares
    Change vs previous 13F -39 shares

    0.21% of the 13F portfolio, value $395,786.

    13F-HR 0002085853-26-000145 filed by Broadway Wealth Solutions, Inc.
    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 489 shares
    Change vs previous 13F -6 shares

    0.22% of the 13F portfolio, value $389,517.

    13F-HR 0002085853-25-000244 filed by Broadway Wealth Solutions, Inc.
    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 495 shares
    Change vs previous 13F +2 shares

    0.22% of the 13F portfolio, value $350,318.

    13F-HR 0001667731-25-000869 filed by Broadway Wealth Solutions, Inc.
    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 493 shares
    Change vs previous 13F -46 shares

    0.2% of the 13F portfolio, value $269,233.

    13F-HR 0001667731-25-000426 filed by Broadway Wealth Solutions, Inc.
    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 539 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $308,678.

    13F-HR 0001667731-25-000240 filed by Broadway Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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