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GoalVest Advisory LLC: JQUA position timeline

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

GoalVest Advisory LLC held 2,063 JQUA 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 2,063 shares
    Change vs previous 13F -3 shares

    0.03% of the 13F portfolio, value $152,249.

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

  2. period ended2026-06-30
    13F 2,066 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $149,330.

    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 2,066 shares
    Change vs previous 13F -52,744 shares

    0.02% of the 13F portfolio, value $126,687.

    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 54,810 shares
    Change vs previous 13F -16,154 shares

    0.66% of the 13F portfolio, value $3,462,896.

    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 70,964 shares
    Change vs previous 13F +1,064 shares

    0.95% of the 13F portfolio, value $4,464,345.

    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 69,900 shares
    Change vs previous 13F -1,786 shares

    1.04% of the 13F portfolio, value $4,197,495.

    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 71,686 shares
    Change vs previous 13F -54,687 shares

    1.11% of the 13F portfolio, value $4,048,108.

    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 126,373 shares
    Change vs previous 13F not available

    1.98% of the 13F portfolio, value $7,237,382.

    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).