Skip to content
Disclosery

GoalVest Advisory LLC: BRK-B position timeline

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

GoalVest Advisory LLC held 9,698 BRK-B 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 9,698 shares
    Change vs previous 13F +584 shares

    0.84% of the 13F portfolio, value $4,828,870.

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

  2. period ended2026-06-30
    13F 9,114 shares
    Change vs previous 13F +666 shares

    0.85% of the 13F portfolio, value $4,560,304.

    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 8,448 shares
    Change vs previous 13F +512 shares

    0.79% of the 13F portfolio, value $4,048,042.

    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 7,936 shares
    Change vs previous 13F +1,077 shares

    0.76% of the 13F portfolio, value $3,988,779.

    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 6,859 shares
    Change vs previous 13F +589 shares

    0.73% of the 13F portfolio, value $3,448,042.

    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 6,270 shares
    Change vs previous 13F +516 shares

    0.75% of the 13F portfolio, value $3,045,778.

    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 5,754 shares
    Change vs previous 13F -57 shares

    0.84% of the 13F portfolio, value $3,064,465.

    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 5,811 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $2,634,010.

    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).