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GoalVest Advisory LLC: GOOG position timeline

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

GoalVest Advisory LLC held 3,577 GOOG 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 3,577 shares
    Change vs previous 13F -121 shares

    0.21% of the 13F portfolio, value $1,218,997.

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

  2. period ended2026-06-30
    13F 3,698 shares
    Change vs previous 13F +1,252 shares

    0.24% of the 13F portfolio, value $1,306,791.

    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 2,446 shares
    Change vs previous 13F -176 shares

    0.14% of the 13F portfolio, value $701,660.

    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 2,622 shares
    Change vs previous 13F +510 shares

    0.16% of the 13F portfolio, value $822,784.

    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 2,112 shares
    Change vs previous 13F +555 shares

    0.11% of the 13F portfolio, value $514,378.

    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 1,557 shares
    Change vs previous 13F +156 shares

    0.07% of the 13F portfolio, value $276,196.

    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 1,401 shares
    Change vs previous 13F +556 shares

    0.06% of the 13F portfolio, value $218,878.

    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 845 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $160,922.

    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).