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Disclosery

GoalVest Advisory LLC: GS position timeline

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

GoalVest Advisory LLC held 17,586 GS 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 17,586 shares
    Change vs previous 13F +14,278 shares

    0.53% of the 13F portfolio, value $3,078,108.

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

  2. period ended2026-06-30
    13F 3,308 shares
    Change vs previous 13F +113 shares

    0.62% of the 13F portfolio, value $3,345,612.

    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 3,195 shares
    Change vs previous 13F -109 shares

    0.53% of the 13F portfolio, value $2,702,938.

    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 3,304 shares
    Change vs previous 13F +414 shares

    0.56% of the 13F portfolio, value $2,904,216.

    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 2,890 shares
    Change vs previous 13F +195 shares

    0.49% of the 13F portfolio, value $2,301,452.

    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 2,695 shares
    Change vs previous 13F +57 shares

    0.47% of the 13F portfolio, value $1,907,386.

    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 2,638 shares
    Change vs previous 13F +298 shares

    0.4% of the 13F portfolio, value $1,441,113.

    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 2,340 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,339,931.

    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).