Position in EW
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$112,622
+$12,923 QoQ
Shares Held
1,245
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,049
of 1,313 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EW Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026GoalVest Advisory LLC holds $270,057 across 5 Medical Devices names. EW ranks #1 (41.7% of the industry book) .
All Filings in EW
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $112,622 | 1,245 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $99,699 | 1,245 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $106,136 | 1,245 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $96,823 | 1,245 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $97,371 | 1,245 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $90,455 | 1,248 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $47,749 | 645 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $55,827 | 846 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $59,578 | 645 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $64,503 | 675 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $49,181 | 645 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $48,842 | 705 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $16,979 | 180 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $14,891 | 180 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $13,429 | 180 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $14,873 | 180 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $17,116 | 180 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $21,895 | 186 | Shares | Sole | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||