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BigSur Wealth Management LLC → GS-PD

BigSur Wealth Management LLC GS-PD Position History

GS-PD

Quarters held
5
Latest value
$5.1M
Q3 2026
Peak value
$5.8M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$5M
Q4 2025$5.5M
Q1 2026$4.6M
Q2 2026$5.8M
Q3 2026$5.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5.1M5.7K——
Q2 2026$5.8M5.7K——
Q1 2026$4.6M5.4K——
Q4 2025$5.5M6.3K——
Q3 2025$5M6.3K——

Other funds holding GS-PD

Other BigSur Wealth Management LLC positions

SPY

SPDR S&P 500 ETF TR

$35.1M
SPY

SPDR S&P 500 ETF TR

$32.9M
SPY

STATE STR SPDR S&P 500 ETF T

$30.8M
SPY

STATE STR SPDR S&P 500 ETF T

$30.6M
SPY

STATE STR SPDR S&P 500 ETF T

$25.5M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$24.1M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$23.4M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$20.2M