GoalVest Advisory LLC AZNCF — ASTRAZENECA PLC ORD

Ownership history in GoalVest Advisory LLC  ·  1 quarter on record

AI Ownership Summary

GoalVest Advisory LLC reported ASTRAZENECA PLC ORD (AZNCF) in 1 quarterly 13F filing from 2026 Q3 through 2026 Q3. The latest visible filing shows AZNCF 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.

What this AZNCF 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 ASTRAZENECA PLC ORD, 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
2026 Q3

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

High-water mark
Peak Conviction
0.0% in 2026 Q3

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

Time in book
Holding Window
2026 Q3 to 2026 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.

How GoalVest Advisory LLC held AZNCF — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 INITIATED — — — 111 — — 0.00% $18K 2026-10-02 —

FAQ About GoalVest Advisory LLC and AZNCF

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 AZNCF?

GoalVest Advisory LLC reported AZNCF across 1 quarterly 13F filings, from 2026 Q3 through 2026 Q3.

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

The largest reported portfolio weight for AZNCF was 0.00% in 2026 Q3.

What is the latest reported AZNCF position on this page?

The most recent filing on this page is 2026 Q3, when GoalVest Advisory LLC reported 111 shares, equal to 0.00% of portfolio, with an estimated market value of $18K.

What does the chart on this AZNCF ownership page compare?

The chart compares GoalVest Advisory LLC's quarterly AZNCF 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.

← Back to GoalVest Advisory LLC Holdings