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Disclosery

GoalVest Advisory LLC: CWI position timeline

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

GoalVest Advisory LLC held 6,297 CWI 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 6,297 shares
    Change vs previous 13F -682 shares

    0.04% of the 13F portfolio, value $254,462.

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

  2. period ended2026-06-30
    13F 6,979 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $283,836.

    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 6,979 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $255,362.

    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 6,979 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $250,686.

    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 6,979 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $243,707.

    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 6,979 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $227,934.

    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 6,979 shares
    Change vs previous 13F -70 shares

    0.06% of the 13F portfolio, value $206,439.

    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 7,049 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $196,949.

    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).