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GoalVest Advisory LLC: BUFZ position timeline

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

GoalVest Advisory LLC held 31,769 BUFZ 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 31,769 shares
    Change vs previous 13F +5,743 shares

    0.16% of the 13F portfolio, value $906,624.

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

  2. period ended2026-06-30
    13F 26,026 shares
    Change vs previous 13F +3,744 shares

    0.13% of the 13F portfolio, value $726,906.

    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 22,282 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $585,348.

    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 22,282 shares
    Change vs previous 13F +3,746 shares

    0.11% of the 13F portfolio, value $591,141.

    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 18,536 shares
    Change vs previous 13F +1,746 shares

    0.1% of the 13F portfolio, value $480,082.

    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 16,790 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $418,575.

    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 16,790 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $394,565.

    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 16,790 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $401,113.

    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).