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Disclosery

GoalVest Advisory LLC: DFAT position timeline

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

GoalVest Advisory LLC held 3,900 DFAT 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 3,900 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $259,123.

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

  2. period ended2026-06-30
    13F 3,900 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $272,618.

    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 3,900 shares
    Change vs previous 13F -150 shares

    0.05% of the 13F portfolio, value $243,562.

    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 4,050 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $241,144.

    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).