Position in PL
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$198,415
+$31,023 QoQ
Shares Held
5,989
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#347
of 475 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PL Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026GoalVest Advisory LLC holds $4,694,109 across 14 Aerospace & Defense names. PL ranks #3 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
7,174 | $2,681,139 | |
| 2 | LMT |
Lockheed Martin Corp
|
2,823 | $1,438,205 | |
| 3 | PL |
Planet Labs PBC
This page
|
5,989 | $198,415 | |
| 4 | GD |
General Dynamics Corp
|
345 | $122,212 | |
| 5 | RTX |
RTX Corp
|
388 | $73,615 | |
| 6 | LHX |
L3harris Technologies, Inc. /De/
|
203 | $58,989 | |
| 7 | BA |
Boeing Co
|
232 | $50,221 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
68 | $34,633 |
All Filings in PL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $198,415 | 5,989 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $167,392 | 5,989 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $118,103 | 5,989 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $77,737 | 5,989 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $36,532 | 5,989 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $20,242 | 5,989 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $24,195 | 5,989 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $17,815 | 7,989 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $14,859 | 7,989 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $20,371 | 7,989 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $19,732 | 7,989 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $20,771 | 7,989 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $25,724 | 7,989 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $31,396 | 7,989 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $34,752 | 7,989 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $43,380 | 7,989 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $34,592 | 7,989 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $40,584 | 7,989 | Shares | Sole | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||