GoalVest Advisory LLC

Position in IP — International Paper Co /New/

CIK 1839307 NEW YORK, NY

Position in IP

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

Position Value

$1,144,676

+$141,649 QoQ

Shares Held

30,044

+6.9% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.82%

of 13F equity value

Holder Rank

#308

of 850 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

GoalVest Advisory LLC holds $1,173,941 across 2 Packaging & Containers names. IP ranks #1 (97.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	IP	International Paper Co /New/ This page	30,044	$1,144,676
2	BALL	BALL Corp	469	$29,265

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,144,676	30,044	+6.9%	Shares	Sole	2026-07-09
2026-03-31	$1,003,027	28,096	+5.8%	Shares	Sole	2026-04-13
2025-12-31	$1,046,119	26,558	-22.1%	Shares	Sole	2026-01-05
2025-09-30	$1,581,961	34,094	+7.3%	Shares	Sole	2025-10-22
2025-06-30	$1,487,320	31,760	+6.1%	Shares	Sole	2025-08-01
2025-03-31	$1,596,925	29,933	+9.7%	Shares	Sole	2025-04-07
2024-12-31	$1,468,640	27,288	-5.0%	Shares	Sole	2025-01-17
2024-09-30	$1,403,704	28,735	+3.7%	Shares	Sole	2024-11-06
2024-06-30	$1,195,298	27,701	-11.0%	Shares	Sole	2024-07-30
2024-03-31	$1,214,848	31,134	+4.7%	Shares	Sole	2024-04-15
2023-12-31	$1,075,390	29,748	+12.9%	Shares	Sole	2024-01-02
2023-09-30	$934,811	26,355	-5.2%	Shares	Sole	2023-10-10
2023-06-30	$884,222	27,797	-18.2%	Shares	Sole	2023-07-17
2023-03-31	$1,225,066	33,973	+13.7%	Shares	Sole	2023-04-03
2022-12-31	$1,034,744	29,880	+21.4%	Shares	Sole	2023-01-06
2022-09-30	$780,454	24,620	+29.1%	Shares	Sole	2022-10-11
2022-06-30	$797,907	19,075	+8897.6%	Shares	Sole	2022-07-06
2022-03-31	$9,783	212	—	Shares	Sole	2022-05-03
No filing history on record for this holder in this stock.