Skip to content
Disclosery

GoalVest Advisory LLC: PEP position timeline

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

GoalVest Advisory LLC held 9,298 PEP 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 9,298 shares
    Change vs previous 13F +488 shares

    0.2% of the 13F portfolio, value $1,178,228.

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

  2. period ended2026-06-30
    13F 8,810 shares
    Change vs previous 13F -56 shares

    0.22% of the 13F portfolio, value $1,192,859.

    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 8,866 shares
    Change vs previous 13F -195 shares

    0.27% of the 13F portfolio, value $1,376,783.

    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 9,061 shares
    Change vs previous 13F -2,437 shares

    0.25% of the 13F portfolio, value $1,300,471.

    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 11,498 shares
    Change vs previous 13F +1,874 shares

    0.34% of the 13F portfolio, value $1,614,774.

    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 9,624 shares
    Change vs previous 13F -2,268 shares

    0.31% of the 13F portfolio, value $1,270,748.

    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 11,892 shares
    Change vs previous 13F +2,806 shares

    0.49% of the 13F portfolio, value $1,783,134.

    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 9,086 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,381,665.

    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).