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Disclosery

GoalVest Advisory LLC: T position timeline

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

GoalVest Advisory LLC held 67,424 T 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 67,424 shares
    Change vs previous 13F +1,452 shares

    0.28% of the 13F portfolio, value $1,645,136.

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

  2. period ended2026-06-30
    13F 65,972 shares
    Change vs previous 13F +909 shares

    0.25% of the 13F portfolio, value $1,365,612.

    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 65,063 shares
    Change vs previous 13F -9,404 shares

    0.37% of the 13F portfolio, value $1,886,165.

    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 74,467 shares
    Change vs previous 13F -7,102 shares

    0.35% of the 13F portfolio, value $1,849,750.

    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 81,569 shares
    Change vs previous 13F +1,653 shares

    0.49% of the 13F portfolio, value $2,303,497.

    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 79,916 shares
    Change vs previous 13F +2,198 shares

    0.57% of the 13F portfolio, value $2,312,757.

    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 77,718 shares
    Change vs previous 13F +620 shares

    0.6% of the 13F portfolio, value $2,197,865.

    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 77,098 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,755,521.

    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).