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Disclosery

Spectrum Wealth Counsel, LLC: GS position timeline

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

Spectrum Wealth Counsel, LLC held 20,443 GS shares at 2025-03-31 per its 13F-HR filed 2025-05-07.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 20,443 shares
    Change vs previous 13F +92 shares

    1.34% of the 13F portfolio, value $11,167,807.

    13F-HR 0001483467-25-000006 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 20,351 shares
    Change vs previous 13F -68 shares

    1.37% of the 13F portfolio, value $11,653,390.

    13F-HR 0001762294-25-000004 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 20,419 shares
    Change vs previous 13F +2,086 shares

    1.19% of the 13F portfolio, value $10,109,652.

    13F-HR 0001762294-24-000005 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 18,333 shares
    Change vs previous 13F -561 shares

    1.05% of the 13F portfolio, value $8,292,383.

    13F-HR 0002011274-24-000007 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 18,894 shares
    Change vs previous 13F +18,707 shares

    0.97% of the 13F portfolio, value $7,891,836.

    13F-HR 0002011274-24-000005 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 187 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $72,139.

    13F-HR 0002011274-24-000001 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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