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Benchmark Financial Wealth Advisors, LLC → GS-PD

Benchmark Financial Wealth Advisors, LLC GS-PD Position History

GS-PD

Quarters held
10
Latest value
$333K
Q3 2026
Peak value
$10.3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$485K
Q4 2025$584K
Q1 2026$6.8M
Q1 2026$574K
Q2 2026$9.5M
Q2 2026$973K
Q2 2026$295K
Q3 2026$10.3M
Q3 2026$1.1M
Q3 2026$333K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$333K6.0K——
Q3 2026$1.1M1.2K——
Q3 2026$10.3M199.8K——
Q2 2026$295K5.3K——
Q2 2026$973K962——
Q2 2026$9.5M179.0K——
Q1 2026$574K678——
Q1 2026$6.8M167.0K——
Q4 2025$584K665——
Q3 2025$485K609——

Other funds holding GS-PD

Other Benchmark Financial Wealth Advisors, LLC positions

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$29.3M
SCHW-PJ

SCHWAB STRATEGIC TR

$29.2M
VGES

VANGUARD INDEX FDS

$28.8M
VGES

VANGUARD INDEX FDS

$28.8M
VGES

VANGUARD INDEX FDS

$28.6M
VGES

VANGUARD INDEX FDS

$28.5M