Skip to content
Disclosery

GoalVest Advisory LLC: TBIL position timeline

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

GoalVest Advisory LLC held 0 TBIL 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 0 shares
    Change vs previous 13F -520 shares

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-06-30
    13F 520 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $25,927.

    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 520 shares
    Change vs previous 13F -2,350 shares

    0.01% of the 13F portfolio, value $25,927.

    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 2,870 shares
    Change vs previous 13F -791 shares

    0.03% of the 13F portfolio, value $143,156.

    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 3,661 shares
    Change vs previous 13F -3,000 shares

    0.04% of the 13F portfolio, value $183,050.

    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 6,661 shares
    Change vs previous 13F +5,350 shares

    0.08% of the 13F portfolio, value $333,017.

    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 1,311 shares
    Change vs previous 13F -4,880 shares

    0.02% of the 13F portfolio, value $65,563.

    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 6,191 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $308,683.

    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).