13F-HR filed by GoalVest Advisory LLC
GoalVest Advisory LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-04-07, with 503 holding rows worth $363,734,711.
- Accession
- 0001839307-25-000002
- Filer
- CIK 1839307
- Filed
- 2025-04-07
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 503 entries on the cover page, a total value of $363,734,711 stated on the cover page (in dollars after the unit check, H1), rows summing to $363,734,714 with VALUE read as dollars as filed, 13F file number 028-20482. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| CAESARS ENTERTAINMENT INC NE | 12769G100 | COM | 3 | $75 | dollars as filed | |
| ADC THERAPEUTICS SA | H0036K147 | COMMON STOCK | 50 | $71 | dollars as filed | |
| VANGUARDRUSSELL2000ETF | 92206C664 | STOK | 0 | $0 | dollars as filed | Value filed as zero, left out of ratios.Amount filed as zero, left out of ratios. |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001839307-25-000002 | this filing | 2025-04-07 | acceptance time not in the bulk data set |