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GoalVest Advisory LLC: ACN position timeline

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

GoalVest Advisory LLC held 150 ACN 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 150 shares
    Change vs previous 13F +3 shares

    <0.01% of the 13F portfolio, value $27,506.

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

  2. period ended2026-06-30
    13F 147 shares
    Change vs previous 13F -76 shares

    <0.01% of the 13F portfolio, value $18,293.

    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 223 shares
    Change vs previous 13F -35 shares

    0.01% of the 13F portfolio, value $44,219.

    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 258 shares
    Change vs previous 13F +47 shares

    0.01% of the 13F portfolio, value $69,221.

    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 211 shares
    Change vs previous 13F +100 shares

    0.01% of the 13F portfolio, value $52,033.

    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 111 shares
    Change vs previous 13F +22 shares

    0.01% of the 13F portfolio, value $33,177.

    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 89 shares
    Change vs previous 13F -42 shares

    0.01% of the 13F portfolio, value $27,772.

    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 131 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $46,084.

    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).