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Disclosery

GoalVest Advisory LLC: IWM position timeline

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

GoalVest Advisory LLC held 740 IWM 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 740 shares
    Change vs previous 13F -45 shares

    0.04% of the 13F portfolio, value $205,639.

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

  2. period ended2026-06-30
    13F 785 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $235,853.

    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 785 shares
    Change vs previous 13F -50 shares

    0.04% of the 13F portfolio, value $194,680.

    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 835 shares
    Change vs previous 13F -226 shares

    0.04% of the 13F portfolio, value $205,544.

    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 1,061 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $256,720.

    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 1,061 shares
    Change vs previous 13F +740 shares

    0.06% of the 13F portfolio, value $228,953.

    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 321 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $64,036.

    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 321 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $70,928.

    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).