Position in ADPT
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$17,803
+$17,803 QoQ
Shares Held
208
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#47
of 70 holders
Holding Since
Jun 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ADPT Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026GoalVest Advisory LLC holds $115,384 across 6 Diagnostics & Research names. ADPT ranks #2 (15.4% of the industry book) .
All Filings in ADPT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,803 | 830 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | — | 830 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | — | 830 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | — | 830 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | — | 830 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | — | 830 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | — | 830 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | — | 830 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | — | 830 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | — | 830 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | — | 830 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | — | 830 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | — | 830 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | — | 830 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | — | 830 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | — | 830 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | — | 830 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | — | 830 | Shares | Sole | 2022-05-03 | |
| 2021-06-30 | — | 830 | Shares | Sole | 2021-09-01 | |
| No filing history on record for this holder in this stock. | ||||||