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Disclosery

GoalVest Advisory LLC: CAIE position timeline

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

GoalVest Advisory LLC held 248,398 CAIE 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 248,398 shares
    Change vs previous 13F +119,388 shares

    1.14% of the 13F portfolio, value $6,612,355.

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

  2. period ended2026-06-30
    13F 129,010 shares
    Change vs previous 13F +18,377 shares

    0.65% of the 13F portfolio, value $3,510,362.

    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 110,633 shares
    Change vs previous 13F -15,506 shares

    0.54% of the 13F portfolio, value $2,781,314.

    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 126,139 shares
    Change vs previous 13F +104,149 shares

    0.65% of the 13F portfolio, value $3,372,957.

    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 21,990 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $604,065.

    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).