Position in SPHR
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$11,593
+$3,728 QoQ
Shares Held
67
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#354
of 413 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPHR Over Time
Shares Held
Position Value (USD)
Position in Entertainment
Communication Services · as of Jun 30, 2026GoalVest Advisory LLC holds $173,944 across 3 Entertainment names. SPHR ranks #3 (6.7% of the industry book) .
All Filings in SPHR
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,593 | 67 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $7,865 | 67 | Shares | Sole | 2026-04-13 | |
| No filing history on record for this holder in this stock. | ||||||