Skip to content
Disclosery

GoalVest Advisory LLC: DLR position timeline

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

GoalVest Advisory LLC held 7,258 DLR 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 7,258 shares
    Change vs previous 13F +262 shares

    0.22% of the 13F portfolio, value $1,273,997.

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

  2. period ended2026-06-30
    13F 6,996 shares
    Change vs previous 13F -77 shares

    0.23% of the 13F portfolio, value $1,256,342.

    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 7,073 shares
    Change vs previous 13F -653 shares

    0.25% of the 13F portfolio, value $1,274,625.

    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 7,726 shares
    Change vs previous 13F -864 shares

    0.23% of the 13F portfolio, value $1,195,289.

    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 8,590 shares
    Change vs previous 13F +8,390 shares

    0.31% of the 13F portfolio, value $1,485,039.

    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 200 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $34,866.

    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 200 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $28,658.

    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 200 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $35,466.

    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).