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Goodwin Investment Advisory: JVAL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Goodwin Investment Advisory on JVAL, newest first. How the timeline and the estimate are built.

Goodwin Investment Advisory held 4,985 JVAL shares at 2026-06-30 per its 13F-HR filed 2026-08-19.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,985 shares
    Change vs previous 13F 0 shares

    0.59% of the 13F portfolio, value $292,320.

    13F-HR 0001420506-26-001870 filed by Goodwin Investment Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,985 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $243,567.

    13F-HR 0001420506-26-000952 filed by Goodwin Investment Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 4,985 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $244,664.

    13F-HR 0001420506-26-000229 filed by Goodwin Investment Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 4,985 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $236,788.

    13F-HR 0001420506-25-002989 filed by Goodwin Investment Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,985 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $220,487.

    13F-HR 0001420506-25-001985 filed by Goodwin Investment Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 4,985 shares
    Change vs previous 13F -18,550 shares

    0.32% of the 13F portfolio, value $206,479.

    13F-HR 0001420506-25-000882 filed by Goodwin Investment Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 23,535 shares
    Change vs previous 13F -217 shares

    0.53% of the 13F portfolio, value $1,016,703.

    13F-HR 0001986152-25-000021 filed by Goodwin Investment Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 23,752 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,034,866.

    13F-HR 0001986152-24-000056 filed by Goodwin Investment Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).