VSM Wealth Advisory, LLC: GS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VSM Wealth Advisory, LLC on GS, newest first. How the timeline and the estimate are built.
VSM Wealth Advisory, LLC held 15 GS shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 15 sharesChange vs previous 13F -10 shares
<0.01% of the 13F portfolio, value $15,171.
13F-HR 0002050660-26-000003 filed by VSM Wealth Advisory, 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 25 sharesChange vs previous 13F +10 shares
0.01% of the 13F portfolio, value $21,150.
13F-HR 0002050660-26-000002 filed by VSM Wealth Advisory, 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 15 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $13,185.
13F-HR 0002050660-26-000001 filed by VSM Wealth Advisory, 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 15 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $11,945.
13F-HR 0002050660-25-000007 filed by VSM Wealth Advisory, 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 15 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $10,616.
13F-HR 0002050660-25-000006 filed by VSM Wealth Advisory, 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 15 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $8,194.
13F-HR 0002050660-25-000003 filed by VSM Wealth Advisory, 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 15 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $8,589.
13F-HR 0002050660-25-000002 filed by VSM Wealth Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).