Leslie Global Wealth, LLC GS GOLDMAN SACHS GROUP INC

Ownership history in Leslie Global Wealth, LLC  ·  5 quarters on record

AI Ownership Summary

Leslie Global Wealth, LLC reported GOLDMAN SACHS GROUP INC (GS) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.31% in 2025 Q2. The latest visible filing shows GS at 0.30% 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 Leslie Global Wealth, 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 0.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.31% in 2025 Q2

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

Time in book
Holding Window
2024 Q3 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 Leslie Global Wealth, LLC held GS — position size vs. price
% of Fund (quarterly)    GS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 10.1% -3.2% 748 -84 -10.1% 0.30% $657K 2026-02-14 (Est.) $900.40
2025 Q2 ADDED 832 +8 +1.0% 0.31% $589K 2025-08-13 $733.21
2025 Q1 ADDED 824 +3 +0.4% 0.22% $450K 2025-05-14 $599.19
2024 Q4 ADDED 821 +5 +0.6% 0.22% $470K 2025-02-14 $643.95
2024 Q3 INITIATED 816 0.20% $404K 2024-10-30 $508.70

FAQ About Leslie Global Wealth, 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 Leslie Global Wealth, LLC reported owning GS?

Leslie Global Wealth, LLC reported GS across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported GS position in Leslie Global Wealth, LLC's portfolio?

The largest reported portfolio weight for GS was 0.31% in 2025 Q2.

What is the latest reported GS position on this page?

The most recent filing on this page is 2025 Q4, when Leslie Global Wealth, LLC reported 748 shares, equal to 0.30% of portfolio, with an estimated market value of $657K.

What does the chart on this GS ownership page compare?

The chart compares Leslie Global Wealth, 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.

How well did Leslie Global Wealth, LLC time their GS position?

Based on 13F filing dates vs. subsequent GS price moves, Leslie Global Wealth, LLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on GS relative to SPY over the holding period was +35.7%.

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