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GoalVest Advisory LLC: ABBV position timeline

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

GoalVest Advisory LLC held 6,630 ABBV 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 6,630 shares
    Change vs previous 13F +53 shares

    0.3% of the 13F portfolio, value $1,734,342.

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

  2. period ended2026-06-30
    13F 6,577 shares
    Change vs previous 13F -6,171 shares

    0.31% of the 13F portfolio, value $1,655,036.

    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 12,748 shares
    Change vs previous 13F -1,036 shares

    0.54% of the 13F portfolio, value $2,772,563.

    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 13,784 shares
    Change vs previous 13F -1,656 shares

    0.6% of the 13F portfolio, value $3,149,506.

    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 15,440 shares
    Change vs previous 13F +495 shares

    0.76% of the 13F portfolio, value $3,574,978.

    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 14,945 shares
    Change vs previous 13F +277 shares

    0.69% of the 13F portfolio, value $2,774,091.

    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 14,668 shares
    Change vs previous 13F +1,262 shares

    0.84% of the 13F portfolio, value $3,073,239.

    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 13,406 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $2,382,246.

    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).