Position in L
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$1,731,856
+$23,202 QoQ
Shares Held
16,225
0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in L Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026GoalVest Advisory LLC holds $159,942 across 6 Insurance - Property & Casualty names.
All Filings in L
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,731,856 | 16,225 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,708,654 | 16,225 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $1,628,827 | 16,225 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,487,183 | 16,225 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,491,515 | 16,228 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $1,323,281 | 15,625 | Shares | Sole | 2025-01-17 | |
| 2022-03-31 | $129 | 2 | Shares | Sole | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||