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GoalVest Advisory LLC: LLY position timeline

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

GoalVest Advisory LLC held 2,355 LLY 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 2,355 shares
    Change vs previous 13F +178 shares

    0.47% of the 13F portfolio, value $2,724,923.

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

  2. period ended2026-06-30
    13F 2,177 shares
    Change vs previous 13F -1,031 shares

    0.48% of the 13F portfolio, value $2,611,159.

    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 3,208 shares
    Change vs previous 13F +803 shares

    0.58% of the 13F portfolio, value $2,950,622.

    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 2,405 shares
    Change vs previous 13F +978 shares

    0.5% of the 13F portfolio, value $2,584,605.

    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 1,427 shares
    Change vs previous 13F -52 shares

    0.23% of the 13F portfolio, value $1,088,801.

    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 1,479 shares
    Change vs previous 13F +224 shares

    0.29% of the 13F portfolio, value $1,152,925.

    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 1,255 shares
    Change vs previous 13F +42 shares

    0.28% of the 13F portfolio, value $1,036,517.

    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 1,213 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $936,436.

    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).