GoalVest Advisory LLC

Position in FRMI — Fermi Inc.

CIK 1839307 NEW YORK, NY

Position in FRMI

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$2,931

+$1,063 QoQ

Shares Held

320

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#269

of 294 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

GoalVest Advisory LLC holds $1,308,424 across 6 REIT - Specialty names. FRMI ranks #5 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DLR	Digital Realty Trust, Inc.	6,996	$1,256,341
2	AMT	American Tower Corp /Ma/	180	$29,442
3	EQIX	Equinix Inc	15	$15,635
4	LAMR	Lamar Advertising Co/New	24	$3,743
5	FRMI	Fermi Inc. This page	320	$2,931
6	UNIT	Uniti Group Inc.	29	$332

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,931	320	0.0%	Shares	Sole	2026-07-09
2026-03-31	$1,868	320	0.0%	Shares	Sole	2026-04-13
2025-12-31	$2,560	320	—	Shares	Sole	2026-01-05
No filing history on record for this holder in this stock.