GoalVest Advisory LLC CHDN — CHURCHILL DOWNS INC COM

Ownership history in GoalVest Advisory LLC  ·  1 quarter on record

AI Ownership Summary

GoalVest Advisory LLC reported CHURCHILL DOWNS INC COM (CHDN) in 1 quarterly 13F filing from 2026 Q3 through 2026 Q3. The latest visible filing shows CHDN 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 CHDN 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 CHURCHILL DOWNS 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
2026 Q3

CHDN 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 CHDN — position size vs. price
% of Fund (quarterly)    CHDN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 INITIATED — — — 163 — — 0.00% $12K 2026-10-02 $nan

🏢 Other funds also holding CHDN

As of 2026 Q3 — sorted by position size

Versant Capital Management, Inc 3Y 7Y 0.0%

FAQ About GoalVest Advisory LLC and CHDN

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 CHDN?

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

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

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

What is the latest reported CHDN position on this page?

The most recent filing on this page is 2026 Q3, when GoalVest Advisory LLC reported 163 shares, equal to 0.00% of portfolio, with an estimated market value of $12K.

What does the chart on this CHDN ownership page compare?

The chart compares GoalVest Advisory LLC's quarterly CHDN 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