Position in GS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$3,345,611
+$642,673 QoQ
Shares Held
3,308
+3.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.40%
of 13F equity value
Holder Rank
#1,096
of 3,125 holders
Holding Since
Jun 2021
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026GoalVest Advisory LLC holds $4,727,410 across 6 Capital Markets names. GS ranks #1 (70.8% of the industry book) .
All Filings in GS
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,345,611 | 3,308 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,702,938 | 3,195 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,904,216 | 3,304 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $2,301,451 | 2,890 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,907,386 | 2,695 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,441,113 | 2,638 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $1,339,930 | 2,340 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $99,022 | 200 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $90,464 | 200 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $83,538 | 200 | Shares | Sole | 2024-04-15 | |
| 2023-09-30 | $970 | 3 | Shares | Sole | 2023-10-10 | |
| 2021-06-30 | $4,933 | 13 | Shares | Sole | 2021-09-01 | |
| No filing history on record for this holder in this stock. | ||||||