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Disclosery

GoalVest Advisory LLC: GMUB position timeline

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

GoalVest Advisory LLC held 358,646 GMUB 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 358,646 shares
    Change vs previous 13F +10,076 shares

    3.03% of the 13F portfolio, value $17,501,925.

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

  2. period ended2026-06-30
    13F 348,570 shares
    Change vs previous 13F +41,230 shares

    3.33% of the 13F portfolio, value $17,930,441.

    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 307,340 shares
    Change vs previous 13F +35,563 shares

    3.06% of the 13F portfolio, value $15,658,973.

    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 271,777 shares
    Change vs previous 13F +115,165 shares

    2.66% of the 13F portfolio, value $13,912,265.

    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 156,612 shares
    Change vs previous 13F not available

    1.69% of the 13F portfolio, value $7,967,636.

    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).