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GoalVest Advisory LLC: CSCO position timeline

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

GoalVest Advisory LLC held 23,071 CSCO 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 23,071 shares
    Change vs previous 13F -177 shares

    0.43% of the 13F portfolio, value $2,483,092.

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

  2. period ended2026-06-30
    13F 23,248 shares
    Change vs previous 13F -724 shares

    0.51% of the 13F portfolio, value $2,730,667.

    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 23,972 shares
    Change vs previous 13F -4,682 shares

    0.36% of the 13F portfolio, value $1,859,959.

    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 28,654 shares
    Change vs previous 13F -20,753 shares

    0.42% of the 13F portfolio, value $2,207,189.

    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 49,407 shares
    Change vs previous 13F +1,200 shares

    0.72% of the 13F portfolio, value $3,380,402.

    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 48,207 shares
    Change vs previous 13F +828 shares

    0.83% of the 13F portfolio, value $3,344,576.

    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 47,379 shares
    Change vs previous 13F +2,819 shares

    0.8% of the 13F portfolio, value $2,923,774.

    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 44,560 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $2,637,968.

    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).