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Disclosery

GoalVest Advisory LLC: MO position timeline

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

GoalVest Advisory LLC held 21,722 MO 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 21,722 shares
    Change vs previous 13F +447 shares

    0.25% of the 13F portfolio, value $1,462,759.

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

  2. period ended2026-06-30
    13F 21,275 shares
    Change vs previous 13F -337 shares

    0.28% of the 13F portfolio, value $1,530,736.

    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 21,612 shares
    Change vs previous 13F -3,023 shares

    0.28% of the 13F portfolio, value $1,426,176.

    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 24,635 shares
    Change vs previous 13F -3,512 shares

    0.27% of the 13F portfolio, value $1,420,454.

    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 28,147 shares
    Change vs previous 13F -587 shares

    0.39% of the 13F portfolio, value $1,859,391.

    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 28,734 shares
    Change vs previous 13F +815 shares

    0.42% of the 13F portfolio, value $1,684,674.

    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 27,919 shares
    Change vs previous 13F +2,480 shares

    0.46% of the 13F portfolio, value $1,675,698.

    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 25,439 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,330,205.

    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).