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Disclosery

GoalVest Advisory LLC: PM position timeline

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

GoalVest Advisory LLC held 7,360 PM 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 7,360 shares
    Change vs previous 13F +25 shares

    0.24% of the 13F portfolio, value $1,404,435.

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

  2. period ended2026-06-30
    13F 7,335 shares
    Change vs previous 13F -255 shares

    0.25% of the 13F portfolio, value $1,326,975.

    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 7,590 shares
    Change vs previous 13F -1,361 shares

    0.25% of the 13F portfolio, value $1,254,931.

    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 8,951 shares
    Change vs previous 13F -980 shares

    0.28% of the 13F portfolio, value $1,435,740.

    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 9,931 shares
    Change vs previous 13F +419 shares

    0.34% of the 13F portfolio, value $1,610,808.

    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 9,512 shares
    Change vs previous 13F +222 shares

    0.43% of the 13F portfolio, value $1,732,421.

    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 9,290 shares
    Change vs previous 13F +52 shares

    0.41% of the 13F portfolio, value $1,474,602.

    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 9,238 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,111,793.

    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).