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Disclosery

GoalVest Advisory LLC: ALL position timeline

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

GoalVest Advisory LLC held 36 ALL 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 36 shares
    Change vs previous 13F +36 shares

    <0.01% of the 13F portfolio, value $7,987.

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

  2. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F not available

    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 ยง4.2).

    Exited: the 13F for this period no longer lists the position.