Position in ICLR
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$3,300
+$2,814 QoQ
Shares Held
19
+850.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#387
of 422 holders
Holding Since
Mar 2022
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ICLR Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026GoalVest Advisory LLC holds $115,384 across 6 Diagnostics & Research names. ICLR ranks #4 (2.9% of the industry book) .
All Filings in ICLR
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,300 | 19 | Shares | Sole | 2026-07-09 | |
| 2022-03-31 | $486 | 2 | Shares | Sole | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||