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GoalVest Advisory LLC: ORCL position timeline

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

GoalVest Advisory LLC held 611 ORCL 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 611 shares
    Change vs previous 13F -184 shares

    0.01% of the 13F portfolio, value $83,888.

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

  2. period ended2026-06-30
    13F 795 shares
    Change vs previous 13F -5,475 shares

    0.02% of the 13F portfolio, value $116,507.

    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 6,270 shares
    Change vs previous 13F -774 shares

    0.18% of the 13F portfolio, value $922,380.

    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 7,044 shares
    Change vs previous 13F +324 shares

    0.26% of the 13F portfolio, value $1,372,946.

    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 6,720 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $1,889,933.

    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 6,720 shares
    Change vs previous 13F +534 shares

    0.36% of the 13F portfolio, value $1,469,194.

    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 6,186 shares
    Change vs previous 13F +5,786 shares

    0.24% of the 13F portfolio, value $864,865.

    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 400 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $66,656.

    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).