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GoalVest Advisory LLC: AVGO position timeline

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

GoalVest Advisory LLC held 92,152 AVGO 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 92,152 shares
    Change vs previous 13F +87,403 shares

    0.3% of the 13F portfolio, value $1,732,128.

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

  2. period ended2026-06-30
    13F 4,749 shares
    Change vs previous 13F -53 shares

    0.33% of the 13F portfolio, value $1,793,974.

    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 4,802 shares
    Change vs previous 13F +12 shares

    0.29% of the 13F portfolio, value $1,486,299.

    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 4,790 shares
    Change vs previous 13F +408 shares

    0.32% of the 13F portfolio, value $1,657,855.

    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 4,382 shares
    Change vs previous 13F -3,736 shares

    0.31% of the 13F portfolio, value $1,445,700.

    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 8,118 shares
    Change vs previous 13F -4,387 shares

    0.55% of the 13F portfolio, value $2,237,601.

    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 12,505 shares
    Change vs previous 13F +145 shares

    0.58% of the 13F portfolio, value $2,093,636.

    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 12,360 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $2,865,437.

    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).