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GoalVest Advisory LLC: LNG position timeline

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

GoalVest Advisory LLC held 15 LNG 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 15 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $4,035.

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

  2. period ended2026-06-30
    13F 15 shares
    Change vs previous 13F -6,600 shares

    <0.01% of the 13F portfolio, value $3,585.

    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 6,615 shares
    Change vs previous 13F -76 shares

    0.37% of the 13F portfolio, value $1,877,072.

    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 6,691 shares
    Change vs previous 13F -159 shares

    0.25% of the 13F portfolio, value $1,300,663.

    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 6,850 shares
    Change vs previous 13F -50 shares

    0.34% of the 13F portfolio, value $1,609,613.

    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 6,900 shares
    Change vs previous 13F -100 shares

    0.42% of the 13F portfolio, value $1,680,288.

    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 7,000 shares
    Change vs previous 13F +250 shares

    0.45% of the 13F portfolio, value $1,619,800.

    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 6,750 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,450,373.

    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).