GoalVest Advisory LLC FLS — FLOWSERVE CORP COM

Ownership history in GoalVest Advisory LLC  ·  4 quarters on record

AI Ownership Summary

GoalVest Advisory LLC reported FLOWSERVE CORP COM (FLS) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.03% in 2025 Q3. The latest visible filing shows FLS at 0.01% 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 FLS 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 FLOWSERVE CORP 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 Q2

FLS was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q3

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

Time in book
Holding Window
2025 Q3 to 2026 Q2

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.

FLS stock page GoalVest Advisory LLC fund profile GoalVest Advisory LLC full holdings
How GoalVest Advisory LLC held FLS — position size vs. price
% of Fund (quarterly)    FLS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 785 — 0% 0.01% $58K 2026-07-09 $69.69
2026 Q1 REDUCED 45.5% -0.0% ✅ 785 -655 -45.5% 0.01% $58K 2026-04-13 $84.23
2025 Q4 REDUCED 41.0% +6.3% ❌ 1,440 -1,000 -41.0% 0.02% $100K 2026-01-05 $72.06
2025 Q3 INITIATED — — — 2,440 — — 0.03% $130K 2025-10-22 $51.31

🏢 Other funds also holding FLS

As of 2026 Q2 — sorted by position size

Marathon Mission, Inc. 3Y 0.36% EASTERN BANK 3Y 7Y 0.33% CONGRESS ASSET MANAGEMENT CO 3Y 7Y 0.27% Castle Rock Wealth Management, LLC 3Y 7Y 0.18% Central Pacific Bank - Trust Division 0.15% 180 WEALTH ADVISORS, LLC 3Y 7Y 0.09% NEVILLE RODIE & SHAW INC 3Y 7Y 0.07% Revolve Wealth Partners, LLC 3Y 0.06% Legacy Wealth Asset Management, LLC 3Y 0.05% First Bank & Trust 3Y 7Y 0.04%

FAQ About GoalVest Advisory LLC and FLS

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 FLS?

GoalVest Advisory LLC reported FLS across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

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

The largest reported portfolio weight for FLS was 0.03% in 2025 Q3.

What is the latest reported FLS position on this page?

The most recent filing on this page is 2026 Q2, when GoalVest Advisory LLC reported 785 shares, equal to 0.01% of portfolio, with an estimated market value of $58K.

What does the chart on this FLS ownership page compare?

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

Based on 13F filing dates vs. subsequent FLS price moves, GoalVest Advisory LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on FLS relative to SPY over the holding period was +7700.9%.

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