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GoalVest Advisory LLC: UL position timeline

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

GoalVest Advisory LLC held 17,859 UL 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 17,859 shares
    Change vs previous 13F +686 shares

    0.19% of the 13F portfolio, value $1,084,577.

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

  2. period ended2026-06-30
    13F 17,173 shares
    Change vs previous 13F +454 shares

    0.19% of the 13F portfolio, value $1,032,441.

    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 16,719 shares
    Change vs previous 13F -2,104 shares

    0.19% of the 13F portfolio, value $952,481.

    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 18,823 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,231,024.

    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).