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GoalVest Advisory LLC: META position timeline

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

GoalVest Advisory LLC held 60,671 META 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 60,671 shares
    Change vs previous 13F +56,502 shares

    0.81% of the 13F portfolio, value $4,698,320.

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

  2. period ended2026-06-30
    13F 4,169 shares
    Change vs previous 13F +546 shares

    0.44% of the 13F portfolio, value $2,348,356.

    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 3,623 shares
    Change vs previous 13F +1,464 shares

    0.4% of the 13F portfolio, value $2,072,827.

    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 2,159 shares
    Change vs previous 13F +1,634 shares

    0.27% of the 13F portfolio, value $1,425,134.

    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 525 shares
    Change vs previous 13F +8 shares

    0.08% of the 13F portfolio, value $385,550.

    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 517 shares
    Change vs previous 13F +136 shares

    0.09% of the 13F portfolio, value $381,593.

    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 381 shares
    Change vs previous 13F +179 shares

    0.06% of the 13F portfolio, value $219,593.

    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 202 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $118,273.

    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).