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Disclosery

GoalVest Advisory LLC: V position timeline

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

GoalVest Advisory LLC held 25,770 V 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 25,770 shares
    Change vs previous 13F +16,920 shares

    0.58% of the 13F portfolio, value $3,337,895.

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

  2. period ended2026-06-30
    13F 8,850 shares
    Change vs previous 13F -2,886 shares

    0.56% of the 13F portfolio, value $3,036,424.

    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 11,736 shares
    Change vs previous 13F +517 shares

    0.69% of the 13F portfolio, value $3,547,157.

    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 11,219 shares
    Change vs previous 13F +739 shares

    0.75% of the 13F portfolio, value $3,934,695.

    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 10,480 shares
    Change vs previous 13F +297 shares

    0.76% of the 13F portfolio, value $3,577,723.

    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 10,183 shares
    Change vs previous 13F +412 shares

    0.9% of the 13F portfolio, value $3,615,523.

    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 9,771 shares
    Change vs previous 13F -168 shares

    0.94% of the 13F portfolio, value $3,424,379.

    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 9,939 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $3,141,142.

    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).