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Disclosery

GoalVest Advisory LLC: GE position timeline

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

GoalVest Advisory LLC held 30,858 GE 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 30,858 shares
    Change vs previous 13F +23,684 shares

    0.43% of the 13F portfolio, value $2,483,201.

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

  2. period ended2026-06-30
    13F 7,174 shares
    Change vs previous 13F +1,010 shares

    0.5% of the 13F portfolio, value $2,681,139.

    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 6,164 shares
    Change vs previous 13F +2,730 shares

    0.34% of the 13F portfolio, value $1,749,158.

    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 3,434 shares
    Change vs previous 13F +3,410 shares

    0.2% of the 13F portfolio, value $1,057,775.

    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 24 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $7,220.

    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 24 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $6,177.

    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 24 shares
    Change vs previous 13F +12 shares

    <0.01% of the 13F portfolio, value $4,804.

    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 12 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,001.

    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).