GS β€” GOLDMAN SACHS GROUP INC

Ownership history in Fi3 FINANCIAL ADVISORS, LLC  Β·  8 quarters on record

AI Ownership Summary

Fi3 FINANCIAL ADVISORS, LLC reported GOLDMAN SACHS GROUP INC (GS) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.21% in 2025 Q4. The latest visible filing shows GS at 0.21% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Fi3 FINANCIAL ADVISORS, LLC's position in GOLDMAN SACHS GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

GS was reported at 0.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.21% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Fi3 FINANCIAL ADVISORS, LLC held GS β€” position size vs. price
% of Fund (quarterly)    GS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 789 +6 +0.8% 0.21% $693K 2026-02-14 (Est.) $900.40
2025 Q3 UNCHANGED 783 β€” 0% 0.21% $623K 2025-11-12 $830.46
2025 Q2 ADDED 783 +23 +3.0% 0.20% $554K 2025-08-13 $733.21
2025 Q1 REDUCED 760 -127 -14.3% 0.17% $415K 2025-05-09 $555.59
2024 Q4 ADDED 887 +79 +9.8% 0.19% $508K 2025-02-11 $630.97
2024 Q3 ADDED 808 +230 +39.8% 0.16% $400K 2024-11-12 $574.85
2024 Q2 UNCHANGED 578 β€” 0% 0.11% $261K 2024-08-14 $480.93
2024 Q1 INITIATED 578 β€” β€” 0.12% $253K 2024-05-06 $425.28

FAQ About Fi3 FINANCIAL ADVISORS, LLC and GS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Fi3 FINANCIAL ADVISORS, LLC reported owning GS?

Fi3 FINANCIAL ADVISORS, LLC reported GS across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported GS position in Fi3 FINANCIAL ADVISORS, LLC's portfolio?

The largest reported portfolio weight for GS was 0.21% in 2025 Q4.

What is the latest reported GS position on this page?

The most recent filing on this page is 2025 Q4, when Fi3 FINANCIAL ADVISORS, LLC reported 789 shares, equal to 0.21% of portfolio, with an estimated market value of $693K.

What does the chart on this GS ownership page compare?

The chart compares Fi3 FINANCIAL ADVISORS, LLC's quarterly GS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Fi3 FINANCIAL ADVISORS, LLC Holdings