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GoalVest Advisory LLC: OHI position timeline

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

GoalVest Advisory LLC held 31,781 OHI 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 31,781 shares
    Change vs previous 13F +866 shares

    0.25% of the 13F portfolio, value $1,471,778.

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

  2. period ended2026-06-30
    13F 30,915 shares
    Change vs previous 13F -393 shares

    0.27% of the 13F portfolio, value $1,474,027.

    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 31,308 shares
    Change vs previous 13F -4,675 shares

    0.27% of the 13F portfolio, value $1,371,917.

    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 35,983 shares
    Change vs previous 13F -5,972 shares

    0.31% of the 13F portfolio, value $1,595,486.

    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 41,955 shares
    Change vs previous 13F +2,086 shares

    0.38% of the 13F portfolio, value $1,771,340.

    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 39,869 shares
    Change vs previous 13F +1,960 shares

    0.36% of the 13F portfolio, value $1,461,199.

    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 37,909 shares
    Change vs previous 13F +4,014 shares

    0.4% of the 13F portfolio, value $1,443,575.

    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 33,895 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,282,926.

    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).