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GoalVest Advisory LLC: GOOGL position timeline

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

GoalVest Advisory LLC held 19,827 GOOGL 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 19,827 shares
    Change vs previous 13F +457 shares

    1.18% of the 13F portfolio, value $6,822,214.

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

  2. period ended2026-06-30
    13F 19,370 shares
    Change vs previous 13F -1,406 shares

    1.28% of the 13F portfolio, value $6,922,402.

    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 20,776 shares
    Change vs previous 13F -159 shares

    1.17% of the 13F portfolio, value $5,974,347.

    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 20,935 shares
    Change vs previous 13F +682 shares

    1.26% of the 13F portfolio, value $6,552,655.

    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 20,253 shares
    Change vs previous 13F +905 shares

    1.04% of the 13F portfolio, value $4,923,504.

    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 19,348 shares
    Change vs previous 13F +759 shares

    0.84% of the 13F portfolio, value $3,409,698.

    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 18,589 shares
    Change vs previous 13F +342 shares

    0.79% of the 13F portfolio, value $2,874,603.

    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 18,247 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $3,454,157.

    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).