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Disclosery

GoalVest Advisory LLC: CME position timeline

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

GoalVest Advisory LLC held 346 CME 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 346 shares
    Change vs previous 13F -12 shares

    0.02% of the 13F portfolio, value $90,645.

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

  2. period ended2026-06-30
    13F 358 shares
    Change vs previous 13F -362 shares

    0.01% of the 13F portfolio, value $79,057.

    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 720 shares
    Change vs previous 13F +18 shares

    0.04% of the 13F portfolio, value $212,652.

    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 702 shares
    Change vs previous 13F +263 shares

    0.04% of the 13F portfolio, value $191,702.

    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 439 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $118,613.

    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 439 shares
    Change vs previous 13F +177 shares

    0.03% of the 13F portfolio, value $120,997.

    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 262 shares
    Change vs previous 13F +101 shares

    0.02% of the 13F portfolio, value $69,506.

    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 161 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $37,389.

    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).