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GoalVest Advisory LLC → BPRN

GoalVest Advisory LLC BPRN Position History

Princeton Bancorp, Inc. • Financial Services

Quarters held
2
Latest value
$15K
Q3 2026
Peak value
$15K
First seen
Q2 2026

Dollar value over time

Show data table
PeriodPosition value
Q2 2026$13K
Q3 2026$15K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$15K350——
Q2 2026$13K350——

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