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GoalVest Advisory LLC: SPYG position timeline

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

GoalVest Advisory LLC held 36,272 SPYG 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 36,272 shares
    Change vs previous 13F -7,450 shares

    0.77% of the 13F portfolio, value $4,464,358.

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

  2. period ended2026-06-30
    13F 43,722 shares
    Change vs previous 13F -3,843 shares

    0.96% of the 13F portfolio, value $5,202,481.

    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 47,565 shares
    Change vs previous 13F -3,845 shares

    0.91% of the 13F portfolio, value $4,657,089.

    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 51,410 shares
    Change vs previous 13F -2,825 shares

    1.05% of the 13F portfolio, value $5,485,447.

    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 54,235 shares
    Change vs previous 13F -435 shares

    1.2% of the 13F portfolio, value $5,668,100.

    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 54,670 shares
    Change vs previous 13F -4,449 shares

    1.29% of the 13F portfolio, value $5,211,144.

    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 59,119 shares
    Change vs previous 13F -3,192 shares

    1.31% of the 13F portfolio, value $4,751,394.

    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 62,311 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $5,477,137.

    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).