Skip to content
Disclosery

GoalVest Advisory LLC: QQQ position timeline

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

GoalVest Advisory LLC held 613,955 QQQ 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 613,955 shares
    Change vs previous 13F +610,939 shares

    0.44% of the 13F portfolio, value $2,562,871.

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

  2. period ended2026-06-30
    13F 3,016 shares
    Change vs previous 13F +15 shares

    0.41% of the 13F portfolio, value $2,220,677.

    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 3,001 shares
    Change vs previous 13F +214 shares

    0.34% of the 13F portfolio, value $1,731,849.

    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 2,787 shares
    Change vs previous 13F +1,421 shares

    0.33% of the 13F portfolio, value $1,711,797.

    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 1,366 shares
    Change vs previous 13F +294 shares

    0.17% of the 13F portfolio, value $819,827.

    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 1,072 shares
    Change vs previous 13F +32 shares

    0.15% of the 13F portfolio, value $591,102.

    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 1,040 shares
    Change vs previous 13F +696 shares

    0.13% of the 13F portfolio, value $487,459.

    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 344 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $175,863.

    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).