Position in OTLK
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$4,770
New position
Shares Held
3,000
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#51
of 69 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Biotechnology
Healthcare · as of Jun 30, 2026GoalVest Advisory LLC holds $115,261 across 8 Biotechnology names. OTLK ranks #5 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAPR |
Capricor Therapeutics, Inc.
|
2,100 | $50,568 | |
| 2 | RPRX |
Royalty Pharma plc
|
534 | $29,941 | |
| 3 | REGN |
Regeneron Pharmaceuticals, Inc.
|
27 | $16,835 | |
| 4 | VKTX |
Viking Therapeutics, Inc.
|
200 | $7,802 | |
| 5 | OTLK |
Outlook Therapeutics, Inc.
This page
|
3,000 | $4,770 | |
| 6 | IBRX |
ImmunityBio, Inc.
|
500 | $4,377 | |
| 7 | INSM |
INSMED Inc
|
6 | $639 | |
| 8 | GYRE |
Gyre Therapeutics, Inc.
|
50 | $329 |
All Filings in OTLK
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,770 | 3,000 | Shares | Sole | 2026-07-09 | |
| No filing history on record for this holder in this stock. | ||||||