GSC β€” GOLDMAN SACHS ETF TR

Ownership history in OAK HARBOR WEALTH PARTNERS, LLC  Β·  4 quarters on record

AI Ownership Summary

OAK HARBOR WEALTH PARTNERS, LLC reported GOLDMAN SACHS ETF TR (GSC) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 0.27% in 2025 Q2. The latest visible filing shows GSC at 0.27% 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 GSC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was OAK HARBOR WEALTH PARTNERS, LLC's position in GOLDMAN SACHS ETF TR, 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 Q3

GSC was reported at 0.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.27% 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 Q4 to 2025 Q3

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 OAK HARBOR WEALTH PARTNERS, LLC held GSC β€” position size vs. price
% of Fund (quarterly)    GSC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 20,713 +636 +3.2% 0.27% $1.1M 2025-11-04 $52.31
2025 Q2 ADDED 20,077 +2,853 +16.6% 0.27% $1.0M 2025-07-31 $50.52
2025 Q1 ADDED 17,224 +79 +0.5% 0.23% $803K 2025-05-12 $49.42
2024 Q4 INITIATED 17,145 β€” β€” 0.25% $879K 2025-02-07 $52.66

FAQ About OAK HARBOR WEALTH PARTNERS, LLC and GSC

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

How long has OAK HARBOR WEALTH PARTNERS, LLC reported owning GSC?

OAK HARBOR WEALTH PARTNERS, LLC reported GSC across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported GSC position in OAK HARBOR WEALTH PARTNERS, LLC's portfolio?

The largest reported portfolio weight for GSC was 0.27% in 2025 Q2.

What is the latest reported GSC position on this page?

The most recent filing on this page is 2025 Q3, when OAK HARBOR WEALTH PARTNERS, LLC reported 20,713 shares, equal to 0.27% of portfolio, with an estimated market value of $1.1M.

What does the chart on this GSC ownership page compare?

The chart compares OAK HARBOR WEALTH PARTNERS, LLC's quarterly GSC 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.

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