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Disclosery

GoalVest Advisory LLC: AMLP position timeline

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

GoalVest Advisory LLC held 26,805 AMLP 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 26,805 shares
    Change vs previous 13F +404 shares

    0.24% of the 13F portfolio, value $1,390,375.

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

  2. period ended2026-06-30
    13F 26,401 shares
    Change vs previous 13F +149 shares

    0.25% of the 13F portfolio, value $1,368,892.

    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 26,252 shares
    Change vs previous 13F -2,902 shares

    0.27% of the 13F portfolio, value $1,381,905.

    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 29,154 shares
    Change vs previous 13F -3,690 shares

    0.26% of the 13F portfolio, value $1,370,821.

    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 32,844 shares
    Change vs previous 13F +2,712 shares

    0.33% of the 13F portfolio, value $1,541,369.

    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 30,132 shares
    Change vs previous 13F +509 shares

    0.36% of the 13F portfolio, value $1,472,250.

    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 29,623 shares
    Change vs previous 13F +4,909 shares

    0.42% of the 13F portfolio, value $1,538,619.

    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 24,714 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,190,226.

    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).