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Palacios Wealth Management, LLC: GS position timeline

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

Palacios Wealth Management, LLC held 651 GS shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 651 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $658,549.

    13F-HR 0001705819-26-000043 filed by Palacios Wealth Management, LLC
    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 651 shares
    Change vs previous 13F +75 shares

    0.38% of the 13F portfolio, value $601,468.

    13F-HR 0001705819-26-000037 filed by Palacios Wealth Management, LLC
    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 576 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $506,304.

    13F-HR 0001705819-26-000015 filed by Palacios Wealth Management, LLC
    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 576 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $458,698.

    13F-HR 0001705819-25-000079 filed by Palacios Wealth Management, LLC
    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 576 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $407,664.

    13F-HR 0001705819-25-000044 filed by Palacios Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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