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GoalVest Advisory LLC: VOO position timeline

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

GoalVest Advisory LLC held 319,605 VOO 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 319,605 shares
    Change vs previous 13F +17,153 shares

    38.77% of the 13F portfolio, value $223,998,502.

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

  2. period ended2026-06-30
    13F 302,452 shares
    Change vs previous 13F +15,301 shares

    38.53% of the 13F portfolio, value $207,727,190.

    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 287,151 shares
    Change vs previous 13F +10,939 shares

    33.51% of the 13F portfolio, value $171,587,195.

    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 276,212 shares
    Change vs previous 13F +14,524 shares

    33.18% of the 13F portfolio, value $173,220,952.

    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 261,688 shares
    Change vs previous 13F +22,579 shares

    33.98% of the 13F portfolio, value $160,252,393.

    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 239,109 shares
    Change vs previous 13F +203 shares

    33.63% of the 13F portfolio, value $135,820,827.

    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 238,906 shares
    Change vs previous 13F +3,067 shares

    33.75% of the 13F portfolio, value $122,775,949.

    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 235,839 shares
    Change vs previous 13F not available

    34.85% of the 13F portfolio, value $127,072,485.

    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).