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GoalVest Advisory LLC: BOXX position timeline

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

GoalVest Advisory LLC held 2,249 BOXX 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 2,249 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $266,259.

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

  2. period ended2026-06-30
    13F 2,249 shares
    Change vs previous 13F +2,226 shares

    0.05% of the 13F portfolio, value $263,335.

    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 23 shares
    Change vs previous 13F -1,008 shares

    <0.01% of the 13F portfolio, value $2,675.

    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 1,031 shares
    Change vs previous 13F -41,446 shares

    0.02% of the 13F portfolio, value $118,668.

    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 42,477 shares
    Change vs previous 13F -799 shares

    1.03% of the 13F portfolio, value $4,836,431.

    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 43,276 shares
    Change vs previous 13F +1,159 shares

    1.21% of the 13F portfolio, value $4,876,340.

    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 42,117 shares
    Change vs previous 13F +948 shares

    1.29% of the 13F portfolio, value $4,695,624.

    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 41,169 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $4,540,117.

    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).