Position in EL
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$704,063
-$302,296 QoQ
Shares Held
9,810
+2.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026GoalVest Advisory LLC holds $2,397,388 across 3 Household & Personal Products names.
All Filings in EL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $704,063 | 9,810 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,006,359 | 9,610 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $846,833 | 9,610 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $137,360 | 1,700 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $198 | 3 | Shares | Sole | 2025-04-07 | |
| 2024-09-30 | $6,579 | 66 | Shares | Sole | 2024-11-06 | |
| 2022-06-30 | $30,560 | 120 | Shares | Sole | 2022-07-06 | |
| No filing history on record for this holder in this stock. | ||||||