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GoalVest Advisory LLC: SPIB position timeline

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

GoalVest Advisory LLC held 641,978 SPIB 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 641,978 shares
    Change vs previous 13F +9,971 shares

    3.59% of the 13F portfolio, value $20,723,050.

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

  2. period ended2026-06-30
    13F 632,007 shares
    Change vs previous 13F +20,938 shares

    3.92% of the 13F portfolio, value $21,146,954.

    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 611,069 shares
    Change vs previous 13F -1,929 shares

    4% of the 13F portfolio, value $20,495,254.

    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 612,998 shares
    Change vs previous 13F +44,936 shares

    3.97% of the 13F portfolio, value $20,725,462.

    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 568,062 shares
    Change vs previous 13F +43,119 shares

    4.08% of the 13F portfolio, value $19,251,621.

    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 524,943 shares
    Change vs previous 13F +54,845 shares

    4.36% of the 13F portfolio, value $17,627,586.

    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 470,098 shares
    Change vs previous 13F +27,694 shares

    4.3% of the 13F portfolio, value $15,626,058.

    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 442,404 shares
    Change vs previous 13F not available

    3.97% of the 13F portfolio, value $14,493,155.

    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).