Talisman Wealth Advisors LLC: GS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Talisman Wealth Advisors LLC on GS, newest first. How the timeline and the estimate are built.
Talisman Wealth Advisors LLC held 433 GS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 433 sharesChange vs previous 13F +49 shares
0.33% of the 13F portfolio, value $438,180.
13F-HR 0001962685-26-000003 filed by Talisman Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 384 sharesChange vs previous 13F -41 shares
0.26% of the 13F portfolio, value $325,203.
13F-HR 0001962685-26-000002 filed by Talisman Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 425 sharesChange vs previous 13F -36 shares
0.29% of the 13F portfolio, value $374,094.
13F-HR 0001962685-26-000001 filed by Talisman Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 461 sharesChange vs previous 13F +1 shares
0.3% of the 13F portfolio, value $367,398.
13F-HR 0001962685-25-000006 filed by Talisman Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 460 sharesChange vs previous 13F +16 shares
0.3% of the 13F portfolio, value $325,761.
13F-HR 0001962685-25-000003 filed by Talisman Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 444 sharesChange vs previous 13F -6 shares
0.25% of the 13F portfolio, value $242,738.
13F-HR 0001962685-25-000002 filed by Talisman Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 450 sharesChange vs previous 13F +1 shares
0.27% of the 13F portfolio, value $257,781.
13F-HR 0001962685-25-000001 filed by Talisman Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 449 sharesChange vs previous 13F not available
0.24% of the 13F portfolio, value $223,654.
13F-HR 0001962685-24-000005 filed by Talisman Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).