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Disclosery

GoalVest Advisory LLC: TER position timeline

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

GoalVest Advisory LLC held 8,890 TER 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 8,890 shares
    Change vs previous 13F +654 shares

    0.62% of the 13F portfolio, value $3,564,090.

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

  2. period ended2026-06-30
    13F 8,236 shares
    Change vs previous 13F +8,213 shares

    0.74% of the 13F portfolio, value $3,984,906.

    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 23 shares
    Change vs previous 13F -30 shares

    <0.01% of the 13F portfolio, value $6,819.

    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 53 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $10,259.

    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).