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Disclosery

GoalVest Advisory LLC: PLTR position timeline

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

GoalVest Advisory LLC held 2,830 PLTR 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 2,830 shares
    Change vs previous 13F -58 shares

    0.09% of the 13F portfolio, value $529,352.

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

  2. period ended2026-06-30
    13F 2,888 shares
    Change vs previous 13F -33,549 shares

    0.06% of the 13F portfolio, value $336,943.

    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 36,437 shares
    Change vs previous 13F -9,786 shares

    1.04% of the 13F portfolio, value $5,330,004.

    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 46,223 shares
    Change vs previous 13F -45 shares

    1.57% of the 13F portfolio, value $8,216,138.

    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 46,268 shares
    Change vs previous 13F +1 shares

    1.79% of the 13F portfolio, value $8,440,209.

    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 46,267 shares
    Change vs previous 13F -5,722 shares

    1.56% of the 13F portfolio, value $6,307,117.

    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 51,989 shares
    Change vs previous 13F -1,360 shares

    1.21% of the 13F portfolio, value $4,387,872.

    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 53,349 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $4,034,785.

    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).