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Disclosery

GoalVest Advisory LLC: SUSA position timeline

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

GoalVest Advisory LLC held 15,387 SUSA 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 15,387 shares
    Change vs previous 13F -53 shares

    0.41% of the 13F portfolio, value $2,395,448.

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

  2. period ended2026-06-30
    13F 15,440 shares
    Change vs previous 13F -656 shares

    0.44% of the 13F portfolio, value $2,382,392.

    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 16,096 shares
    Change vs previous 13F +467 shares

    0.42% of the 13F portfolio, value $2,126,282.

    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 15,629 shares
    Change vs previous 13F +1,506 shares

    0.42% of the 13F portfolio, value $2,177,823.

    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 14,123 shares
    Change vs previous 13F +2,584 shares

    0.41% of the 13F portfolio, value $1,915,785.

    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 11,539 shares
    Change vs previous 13F +2,822 shares

    0.36% of the 13F portfolio, value $1,462,568.

    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 8,717 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $1,001,322.

    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 8,717 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,059,900.

    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).