Position in CI
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$5,237
+$3,637 QoQ
Shares Held
19
+216.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,601
of 1,682 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026GoalVest Advisory LLC holds $217,349 across 4 Healthcare Plans names. CI ranks #4 (2.4% of the industry book) .
All Filings in CI
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,237 | 19 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,600 | 6 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,651 | 6 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $1,729 | 6 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,983 | 6 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $2,961 | 9 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $1,656 | 6 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,078 | 6 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,983 | 6 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,179 | 6 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,796 | 6 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $1,716 | 6 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,683 | 6 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,533 | 6 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $1,988 | 6 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $1,664 | 6 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $1,581 | 6 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $1,437 | 6 | Shares | Sole | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||