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Disclosery

GoalVest Advisory LLC: IP position timeline

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

GoalVest Advisory LLC held 30,205 IP 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 30,205 shares
    Change vs previous 13F +161 shares

    0.17% of the 13F portfolio, value $1,001,900.

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

  2. period ended2026-06-30
    13F 30,044 shares
    Change vs previous 13F +1,948 shares

    0.21% of the 13F portfolio, value $1,144,676.

    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 28,096 shares
    Change vs previous 13F +1,538 shares

    0.2% of the 13F portfolio, value $1,003,027.

    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 26,558 shares
    Change vs previous 13F -7,536 shares

    0.2% of the 13F portfolio, value $1,046,120.

    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 34,094 shares
    Change vs previous 13F +2,334 shares

    0.34% of the 13F portfolio, value $1,581,962.

    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 31,760 shares
    Change vs previous 13F +1,827 shares

    0.37% of the 13F portfolio, value $1,487,321.

    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 29,933 shares
    Change vs previous 13F +2,645 shares

    0.44% of the 13F portfolio, value $1,596,926.

    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 27,288 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,468,640.

    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).