GoalVest Advisory LLC EPAM — EPAM SYS INC COM

Ownership history in GoalVest Advisory LLC  ·  3 quarters on record

AI Ownership Summary

GoalVest Advisory LLC reported EPAM SYS INC COM (EPAM) in 3 quarterly 13F filings from 2026 Q2 through 2026 Q3. The latest visible filing shows EPAM 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 EPAM 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 EPAM SYS 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

EPAM 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 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.

How GoalVest Advisory LLC held EPAM — position size vs. price
% of Fund (quarterly)    EPAM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 96 +77 +405.3% 0.00% $10K 2026-10-02 $108.29
2026 Q2 ADDED — — — 19 +17 +850.0% 0.00% $2K 2026-07-09 $87.29
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EPAM

As of 2026 Q3 — sorted by position size

Versant Capital Management, Inc 3Y 7Y 0.03% Noble Wealth Management PBC 0.0%

FAQ About GoalVest Advisory LLC and EPAM

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 EPAM?

GoalVest Advisory LLC reported EPAM across 2 quarterly 13F filings, from 2026 Q2 through 2026 Q3.

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

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

What is the latest reported EPAM position on this page?

The most recent filing on this page is 2026 Q3, when GoalVest Advisory LLC reported 96 shares, equal to 0.00% of portfolio, with an estimated market value of $10K.

What does the chart on this EPAM ownership page compare?

The chart compares GoalVest Advisory LLC's quarterly EPAM 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.

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