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Disclosery

GoalVest Advisory LLC: PFG position timeline

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

GoalVest Advisory LLC held 18,292 PFG 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 18,292 shares
    Change vs previous 13F -45 shares

    0.35% of the 13F portfolio, value $2,047,972.

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

  2. period ended2026-06-30
    13F 18,337 shares
    Change vs previous 13F -231 shares

    0.37% of the 13F portfolio, value $1,976,362.

    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 18,568 shares
    Change vs previous 13F -2,940 shares

    0.33% of the 13F portfolio, value $1,673,162.

    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 21,508 shares
    Change vs previous 13F -2,739 shares

    0.36% of the 13F portfolio, value $1,897,221.

    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 24,247 shares
    Change vs previous 13F +1,941 shares

    0.43% of the 13F portfolio, value $2,010,319.

    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 22,306 shares
    Change vs previous 13F +808 shares

    0.44% of the 13F portfolio, value $1,771,766.

    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 21,498 shares
    Change vs previous 13F +3,220 shares

    0.5% of the 13F portfolio, value $1,813,786.

    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 18,278 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,414,900.

    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).