Position in MFC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$36,540
-$180,018 QoQ
Shares Held
902
-85.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#687
of 805 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MFC Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026GoalVest Advisory LLC holds $115,975 across 4 Insurance - Life names. MFC ranks #2 (31.5% of the industry book) .
All Filings in MFC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,540 | 902 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $216,558 | 6,288 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $232,192 | 6,400 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $199,360 | 6,400 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $204,544 | 6,400 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $199,360 | 6,400 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $196,544 | 6,400 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $189,120 | 6,400 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $170,368 | 6,400 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $159,936 | 6,400 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||