Position in WTTR
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$4,615
+$1,081 QoQ
Shares Held
231
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#245
of 264 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WTTR Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026GoalVest Advisory LLC holds $2,377,762 across 6 Oil & Gas Equipment & Services names. WTTR ranks #6 (0.2% of the industry book) .
All Filings in WTTR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,615 | 231 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $3,534 | 231 | Shares | Sole | 2026-04-13 | |
| No filing history on record for this holder in this stock. | ||||||