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GoalVest Advisory LLC: IEFA position timeline

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

GoalVest Advisory LLC held 181,897 IEFA 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 181,897 shares
    Change vs previous 13F +13,536 shares

    3.05% of the 13F portfolio, value $17,622,181.

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

  2. period ended2026-06-30
    13F 168,361 shares
    Change vs previous 13F +17,323 shares

    3.02% of the 13F portfolio, value $16,260,305.

    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 151,038 shares
    Change vs previous 13F -876 shares

    2.67% of the 13F portfolio, value $13,673,470.

    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 151,914 shares
    Change vs previous 13F +30,239 shares

    2.6% of the 13F portfolio, value $13,590,226.

    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 121,675 shares
    Change vs previous 13F +15,277 shares

    2.25% of the 13F portfolio, value $10,623,444.

    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 106,398 shares
    Change vs previous 13F +12,188 shares

    2.2% of the 13F portfolio, value $8,882,105.

    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 94,210 shares
    Change vs previous 13F +59,981 shares

    1.96% of the 13F portfolio, value $7,126,987.

    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 34,229 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $2,405,614.

    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).