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GoalVest Advisory LLC: NVDA position timeline

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

GoalVest Advisory LLC held 133,374 NVDA 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 133,374 shares
    Change vs previous 13F +111,496 shares

    0.91% of the 13F portfolio, value $5,269,160.

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

  2. period ended2026-06-30
    13F 21,878 shares
    Change vs previous 13F -21,004 shares

    0.81% of the 13F portfolio, value $4,377,529.

    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 42,882 shares
    Change vs previous 13F +5,236 shares

    1.46% of the 13F portfolio, value $7,478,621.

    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 37,646 shares
    Change vs previous 13F -486 shares

    1.34% of the 13F portfolio, value $7,020,979.

    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 38,132 shares
    Change vs previous 13F +315 shares

    1.51% of the 13F portfolio, value $7,114,669.

    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 37,817 shares
    Change vs previous 13F +2,337 shares

    1.48% of the 13F portfolio, value $5,974,708.

    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 35,480 shares
    Change vs previous 13F +9,513 shares

    1.06% of the 13F portfolio, value $3,845,322.

    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 25,967 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $3,487,108.

    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).