Position in FIX
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$43,602
+$13,265 QoQ
Shares Held
22
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,229
of 1,341 holders
Holding Since
Jun 2023
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FIX Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026GoalVest Advisory LLC holds $373,374 across 3 Engineering & Construction names. FIX ranks #2 (11.7% of the industry book) .
All Filings in FIX
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,602 | 22 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $30,337 | 22 | Shares | Sole | 2026-04-13 | |
| 2023-09-30 | $10,565 | 62 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $9,687 | 59 | Shares | Sole | 2023-07-17 | |
| No filing history on record for this holder in this stock. | ||||||