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Disclosery

MOTIVE WEALTH ADVISORS: GS position timeline

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

MOTIVE WEALTH ADVISORS held 381 GS shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 381 shares
    Change vs previous 13F +25 shares

    0.16% of the 13F portfolio, value $385,332.

    13F-HR 0001754960-26-000562 filed by MOTIVE WEALTH ADVISORS
    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 356 shares
    Change vs previous 13F +1 shares

    0.14% of the 13F portfolio, value $301,172.

    13F-HR 0001754960-26-000259 filed by MOTIVE WEALTH ADVISORS
    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 355 shares
    Change vs previous 13F -5 shares

    0.13% of the 13F portfolio, value $312,045.

    13F-HR 0001754960-26-000068 filed by MOTIVE WEALTH ADVISORS
    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 360 shares
    Change vs previous 13F +5 shares

    0.12% of the 13F portfolio, value $286,686.

    13F-HR 0001754960-25-000693 filed by MOTIVE WEALTH ADVISORS
    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 355 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $251,251.

    13F-HR 0001754960-25-000400 filed by MOTIVE WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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