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RBA Wealth Management, LLC: GS position timeline

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

RBA Wealth Management, LLC held 4,295 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 4,295 shares
    Change vs previous 13F -3,629 shares

    1.59% of the 13F portfolio, value $4,343,885.

    13F-HR 0001776296-26-000003 filed by RBA 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 7,924 shares
    Change vs previous 13F +25 shares

    2.41% of the 13F portfolio, value $6,703,373.

    13F-HR 0001776296-26-000002 filed by RBA 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 7,899 shares
    Change vs previous 13F +23 shares

    2.35% of the 13F portfolio, value $6,943,637.

    13F-HR 0001776296-26-000001 filed by RBA 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 7,876 shares
    Change vs previous 13F -93 shares

    2.16% of the 13F portfolio, value $6,272,353.

    13F-HR 0001776296-25-000002 filed by RBA 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 7,969 shares
    Change vs previous 13F not available

    2.1% of the 13F portfolio, value $5,640,281.

    13F-HR 0001085146-25-003924 filed by RBA Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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