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Disclosery

GoalVest Advisory LLC: STWD position timeline

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

GoalVest Advisory LLC held 55,147 STWD 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 55,147 shares
    Change vs previous 13F +329 shares

    0.13% of the 13F portfolio, value $744,485.

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

  2. period ended2026-06-30
    13F 54,818 shares
    Change vs previous 13F +934 shares

    0.17% of the 13F portfolio, value $897,919.

    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 53,884 shares
    Change vs previous 13F +9,464 shares

    0.18% of the 13F portfolio, value $927,882.

    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 44,420 shares
    Change vs previous 13F -20,767 shares

    0.15% of the 13F portfolio, value $800,004.

    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 65,187 shares
    Change vs previous 13F +4,687 shares

    0.27% of the 13F portfolio, value $1,262,672.

    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 60,500 shares
    Change vs previous 13F +1,454 shares

    0.3% of the 13F portfolio, value $1,214,235.

    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 59,046 shares
    Change vs previous 13F +11,044 shares

    0.32% of the 13F portfolio, value $1,167,339.

    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 48,002 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $909,638.

    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).