GoalVest Advisory LLC BOXX — ALPHA ARCHITECT 1-3 MONTH BOX ETF

Ownership history in GoalVest Advisory LLC  ·  10 quarters on record

AI Ownership Summary

GoalVest Advisory LLC reported ALPHA ARCHITECT 1-3 MONTH BOX ETF (BOXX) in 10 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 2.83% in 2024 Q3. The latest visible filing shows BOXX at 0.05% 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 BOXX 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 ALPHA ARCHITECT 1-3 MONTH BOX ETF, 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

BOXX was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.83% in 2024 Q3

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

Time in book
Holding Window
2024 Q2 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.

BOXX stock page GoalVest Advisory LLC fund profile GoalVest Advisory LLC full holdings
How GoalVest Advisory LLC held BOXX — position size vs. price
% of Fund (quarterly)    BOXX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 2,249 — 0% 0.05% $266K 2026-10-02 $118.45
2026 Q2 ADDED — — — 2,249 +2,226 +9678.3% 0.05% $263K 2026-07-09 $117.34
2026 Q1 REDUCED 97.8% +0.7% ❌ 23 -1,008 -97.8% 0.00% $3K 2026-04-13 $116.28
2025 Q4 REDUCED 97.6% +1.0% ❌ 1,031 -41,446 -97.6% 0.02% $119K 2026-01-05 $115.13
2025 Q3 REDUCED — — — 42,477 -799 -1.8% 1.03% $4.8M 2025-10-22 $114.08
2025 Q2 ADDED — — — 43,276 +1,159 +2.8% 1.21% $4.9M 2025-08-01 $113.09
2025 Q1 ADDED — — — 42,117 +948 +2.3% 1.29% $4.7M 2025-04-07 $111.53
2024 Q4 REDUCED 54.4% +1.1% ❌ 41,169 -49,046 -54.4% 1.25% $4.5M 2025-01-17 $110.58
2024 Q3 ADDED — — — 90,215 +71,169 +373.7% 2.83% $9.8M 2024-11-06 $109.49
2024 Q2 INITIATED — — — 19,046 — — 0.66% $2.1M 2024-07-30 $108.00

FAQ About GoalVest Advisory LLC and BOXX

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 BOXX?

GoalVest Advisory LLC reported BOXX across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

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

The largest reported portfolio weight for BOXX was 2.83% in 2024 Q3.

What is the latest reported BOXX position on this page?

The most recent filing on this page is 2026 Q3, when GoalVest Advisory LLC reported 2,249 shares, equal to 0.05% of portfolio, with an estimated market value of $266K.

What does the chart on this BOXX ownership page compare?

The chart compares GoalVest Advisory LLC's quarterly BOXX 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 BOXX position?

Based on 13F filing dates vs. subsequent BOXX price moves, GoalVest Advisory LLC correctly timed 5 out of 9 reported position changes (56%). The annualised alpha on BOXX relative to SPY over the holding period was -12.3%.

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