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Disclosery

GoalVest Advisory LLC: ARCC position timeline

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

GoalVest Advisory LLC held 60,475 ARCC 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 60,475 shares
    Change vs previous 13F +2,238 shares

    0.2% of the 13F portfolio, value $1,155,072.

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

  2. period ended2026-06-30
    13F 58,237 shares
    Change vs previous 13F -367 shares

    0.2% of the 13F portfolio, value $1,079,138.

    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 58,604 shares
    Change vs previous 13F -7,367 shares

    0.21% of the 13F portfolio, value $1,056,050.

    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 65,971 shares
    Change vs previous 13F -9,333 shares

    0.26% of the 13F portfolio, value $1,334,588.

    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 75,304 shares
    Change vs previous 13F +5,289 shares

    0.33% of the 13F portfolio, value $1,536,964.

    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 70,015 shares
    Change vs previous 13F +1,425 shares

    0.38% of the 13F portfolio, value $1,537,539.

    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 68,590 shares
    Change vs previous 13F +8,755 shares

    0.42% of the 13F portfolio, value $1,519,964.

    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 59,835 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,309,798.

    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).