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Disclosery

GoalVest Advisory LLC: DVY position timeline

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

GoalVest Advisory LLC held 8,222 DVY 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 8,222 shares
    Change vs previous 13F +1,649 shares

    0.22% of the 13F portfolio, value $1,250,320.

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

  2. period ended2026-06-30
    13F 6,573 shares
    Change vs previous 13F +1,422 shares

    0.19% of the 13F portfolio, value $1,027,360.

    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 5,151 shares
    Change vs previous 13F -6,369 shares

    0.15% of the 13F portfolio, value $779,913.

    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 11,520 shares
    Change vs previous 13F +5,664 shares

    0.31% of the 13F portfolio, value $1,625,933.

    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 5,856 shares
    Change vs previous 13F -39,652 shares

    0.18% of the 13F portfolio, value $832,138.

    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 45,508 shares
    Change vs previous 13F +4,266 shares

    1.5% of the 13F portfolio, value $6,043,917.

    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 41,242 shares
    Change vs previous 13F +5,780 shares

    1.52% of the 13F portfolio, value $5,538,388.

    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 35,462 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $4,655,806.

    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).