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GoalVest Advisory LLC: AMZN position timeline

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

GoalVest Advisory LLC held 86,027 AMZN 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 86,027 shares
    Change vs previous 13F +63,879 shares

    0.99% of the 13F portfolio, value $5,696,451.

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

  2. period ended2026-06-30
    13F 22,148 shares
    Change vs previous 13F +312 shares

    0.98% of the 13F portfolio, value $5,278,754.

    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 21,836 shares
    Change vs previous 13F +4,200 shares

    0.89% of the 13F portfolio, value $4,547,784.

    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 17,636 shares
    Change vs previous 13F +2,017 shares

    0.78% of the 13F portfolio, value $4,070,742.

    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 15,619 shares
    Change vs previous 13F +791 shares

    0.73% of the 13F portfolio, value $3,429,464.

    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 14,828 shares
    Change vs previous 13F +802 shares

    0.81% of the 13F portfolio, value $3,253,115.

    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 14,026 shares
    Change vs previous 13F +471 shares

    0.73% of the 13F portfolio, value $2,668,587.

    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 13,555 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $2,973,831.

    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).