Position in U
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$1,097
-$1,111 QoQ
Shares Held
50
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in U Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026GoalVest Advisory LLC holds $449,332 across 11 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
813 | $127,364 | |
| 2 | PAYX |
Paychex Inc
|
1,227 | $120,650 | |
| 3 | SHOP |
Shopify Inc.
|
347 | $39,620 | |
| 4 | ADP |
Automatic Data Processing Inc
|
167 | $37,399 | |
| 5 | SNOW |
Snowflake Inc.
|
135 | $34,357 | |
| 6 | ADBE |
Adobe Inc.
|
162 | $33,213 | |
| 7 | NOW |
ServiceNow, Inc.
|
290 | $28,791 | |
| 8 | SAP |
Sap SE
|
143 | $22,037 |
All Filings in U
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,097 | 50 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,208 | 50 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $2,002 | 50 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,210 | 50 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $979 | 50 | Shares | Sole | 2025-04-07 | |
| No filing history on record for this holder in this stock. | ||||||