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GoalVest Advisory LLC: TMO position timeline

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

GoalVest Advisory LLC held 164 TMO 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 164 shares
    Change vs previous 13F +4 shares

    0.02% of the 13F portfolio, value $110,708.

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

  2. period ended2026-06-30
    13F 160 shares
    Change vs previous 13F -2,440 shares

    0.01% of the 13F portfolio, value $80,218.

    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 2,600 shares
    Change vs previous 13F +2,297 shares

    0.25% of the 13F portfolio, value $1,277,978.

    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 303 shares
    Change vs previous 13F +58 shares

    0.03% of the 13F portfolio, value $175,573.

    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 245 shares
    Change vs previous 13F -154 shares

    0.03% of the 13F portfolio, value $118,830.

    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 399 shares
    Change vs previous 13F +74 shares

    0.04% of the 13F portfolio, value $161,779.

    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 325 shares
    Change vs previous 13F +149 shares

    0.04% of the 13F portfolio, value $161,720.

    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 176 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $91,560.

    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).