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GoalVest Advisory LLC: AAPL position timeline

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

GoalVest Advisory LLC held 108,912 AAPL shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 108,912 shares
    Change vs previous 13F +95,335 shares

    0.85% of the 13F portfolio, value $4,922,545.

    13F-HR 0001839307-26-000016 filed by GoalVest Advisory LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 13,577 shares
    Change vs previous 13F -2,529 shares

    0.73% of the 13F portfolio, value $3,928,550.

    13F-HR 0001839307-26-000011 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 16,106 shares
    Change vs previous 13F +2,620 shares

    0.8% of the 13F portfolio, value $4,087,659.

    13F-HR 0001839307-26-000002 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 13,486 shares
    Change vs previous 13F +2,618 shares

    0.7% of the 13F portfolio, value $3,666,429.

    13F-HR 0001839307-26-000001 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 10,868 shares
    Change vs previous 13F -2,351 shares

    0.59% of the 13F portfolio, value $2,767,422.

    13F-HR 0001839307-25-000008 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 13,219 shares
    Change vs previous 13F +908 shares

    0.67% of the 13F portfolio, value $2,712,042.

    13F-HR 0001839307-25-000003 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 12,311 shares
    Change vs previous 13F +949 shares

    0.75% of the 13F portfolio, value $2,734,740.

    13F-HR 0001839307-25-000002 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 11,362 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $2,845,367.

    13F-HR 0001839307-25-000001 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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