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GoalVest Advisory LLC: VGK position timeline

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

GoalVest Advisory LLC held 29,210 VGK 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 29,210 shares
    Change vs previous 13F -23,042 shares

    0.44% of the 13F portfolio, value $2,535,428.

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

  2. period ended2026-06-30
    13F 52,252 shares
    Change vs previous 13F -67,533 shares

    0.86% of the 13F portfolio, value $4,626,392.

    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 119,785 shares
    Change vs previous 13F +10,205 shares

    1.93% of the 13F portfolio, value $9,873,878.

    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 109,580 shares
    Change vs previous 13F +16,100 shares

    1.75% of the 13F portfolio, value $9,161,984.

    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 93,480 shares
    Change vs previous 13F +12,472 shares

    1.58% of the 13F portfolio, value $7,459,704.

    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 81,008 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $6,278,120.

    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).