GoalVest Advisory LLC: VMC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GoalVest Advisory LLC on VMC, newest first. How the timeline and the estimate are built.
GoalVest Advisory LLC held 73 VMC shares at 2026-09-30 per its 13F-HR filed 2026-10-02.
the latest 13F is the newest step
- period ended2026-09-3013F 73 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $17,858.
13F-HR 0001839307-26-000016 filed by GoalVest Advisory LLC
Accepted , ingested - period ended2026-06-3013F 73 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $21,536.
13F-HR 0001839307-26-000011 filed by GoalVest Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 73 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $19,878.
13F-HR 0001839307-26-000002 filed by GoalVest Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 73 sharesChange vs previous 13F +73 shares
<0.01% of the 13F portfolio, value $20,821.
13F-HR 0001839307-26-000001 filed by GoalVest Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 0 sharesChange vs previous 13F not available
13F-HR 0001839307-25-000001 filed by GoalVest Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.