GoalVest Advisory LLC HPQ — HP INC COM

Ownership history in GoalVest Advisory LLC  ·  6 quarters on record

AI Ownership Summary

GoalVest Advisory LLC reported HP INC COM (HPQ) in 6 quarterly 13F filings from 2023 Q4 through 2025 Q3. The latest visible filing shows HPQ at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HPQ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GoalVest Advisory LLC's position in HP INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

HPQ was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HPQ stock page GoalVest Advisory LLC fund profile GoalVest Advisory LLC full holdings
How GoalVest Advisory LLC held HPQ — position size vs. price
% of Fund (quarterly)    HPQ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED — — — 260 — 0% 0.00% $7K 2025-10-22 $26.90
2025 Q2 ADDED — — — 260 +250 +2500.0% 0.00% $6K 2025-08-01 $23.54
2025 Q1 REDUCED 95.8% -10.7% ✅ 10 -230 -95.8% 0.00% $277 2025-04-07 $22.26
2024 Q1 ADDED — — — 240 +80 +50.0% 0.00% $7K 2024-04-15 $25.72
2023 Q4 ADDED — — — 160 +50 +45.5% 0.00% $5K 2024-01-02 $27.19
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding HPQ

As of 2026 Q1 — sorted by position size

North Growth Management Ltd. 3Y 7Y 2.44% FOUNDATION RESOURCE MANAGEMENT INC 3Y 7Y 2.39% CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 3Y 7Y 0.97% Carolina Wealth Advisors, LLC 3Y 0.75% BONNESS ENTERPRISES INC 3Y 7Y 0.41% Kendall Capital Management 3Y 7Y 0.38% Legacy Wealth Asset Management, LLC 3Y 0.38% MONTGOMERY INVESTMENT MANAGEMENT INC 3Y 7Y 0.35% Heritage Wealth Management, Inc. 0.29% Generali Investments CEE, investicni spolecnost, a.s. 0.26%

FAQ About GoalVest Advisory LLC and HPQ

These are the practical questions this page is built to answer before you even open the full history table.

How long has GoalVest Advisory LLC reported owning HPQ?

GoalVest Advisory LLC reported HPQ across 5 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported HPQ position in GoalVest Advisory LLC's portfolio?

The largest reported portfolio weight for HPQ was 0.00% in 2024 Q1.

What is the latest reported HPQ position on this page?

The most recent filing on this page is 2025 Q3, when GoalVest Advisory LLC reported 260 shares, equal to 0.00% of portfolio, with an estimated market value of $7K.

What does the chart on this HPQ ownership page compare?

The chart compares GoalVest Advisory LLC's quarterly HPQ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did GoalVest Advisory LLC time their HPQ position?

Based on 13F filing dates vs. subsequent HPQ price moves, GoalVest Advisory LLC correctly timed 2 out of 5 reported position changes (40%).

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