Skip to content
Disclosery

GoalVest Advisory LLC: LMT position timeline

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

GoalVest Advisory LLC held 2,868 LMT 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 2,868 shares
    Change vs previous 13F +45 shares

    0.25% of the 13F portfolio, value $1,460,529.

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

  2. period ended2026-06-30
    13F 2,823 shares
    Change vs previous 13F +33 shares

    0.27% of the 13F portfolio, value $1,438,206.

    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 2,790 shares
    Change vs previous 13F -510 shares

    0.33% of the 13F portfolio, value $1,686,248.

    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 3,300 shares
    Change vs previous 13F -474 shares

    0.31% of the 13F portfolio, value $1,596,111.

    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 3,774 shares
    Change vs previous 13F +302 shares

    0.4% of the 13F portfolio, value $1,884,019.

    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 3,472 shares
    Change vs previous 13F +72 shares

    0.4% of the 13F portfolio, value $1,608,022.

    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 3,400 shares
    Change vs previous 13F +823 shares

    0.42% of the 13F portfolio, value $1,518,814.

    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 2,577 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,252,267.

    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).