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Focused Wealth Management, Inc: GS position timeline

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

Focused Wealth Management, Inc held 4,669 GS shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,669 shares
    Change vs previous 13F -1,025 shares

    0.42% of the 13F portfolio, value $4,721,583.

    13F-HR 0002085853-26-000947 filed by Focused Wealth Management, 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 5,694 shares
    Change vs previous 13F +317 shares

    0.5% of the 13F portfolio, value $4,817,110.

    13F-HR 0002085853-26-000415 filed by Focused Wealth Management, 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 5,377 shares
    Change vs previous 13F -4 shares

    0.5% of the 13F portfolio, value $4,726,472.

    13F-HR 0002085853-26-000135 filed by Focused Wealth Management, 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 5,381 shares
    Change vs previous 13F +108 shares

    0.46% of the 13F portfolio, value $4,284,894.

    13F-HR 0002085853-25-000057 filed by Focused Wealth Management, 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 5,273 shares
    Change vs previous 13F +258 shares

    0.46% of the 13F portfolio, value $3,732,029.

    13F-HR 0001667731-25-000798 filed by Focused Wealth Management, 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 5,015 shares
    Change vs previous 13F +217 shares

    0.37% of the 13F portfolio, value $2,739,576.

    13F-HR 0001667731-25-000566 filed by Focused Wealth Management, 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 4,798 shares
    Change vs previous 13F +26 shares

    0.37% of the 13F portfolio, value $2,747,598.

    13F-HR 0001667731-25-000144 filed by Focused Wealth Management, Inc
    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 4,772 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $2,362,876.

    13F-HR 0001586052-24-000004 filed by Focused Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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