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Disclosery

GoalVest Advisory LLC: VV position timeline

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

GoalVest Advisory LLC held 481 VV 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 481 shares
    Change vs previous 13F -14 shares

    0.03% of the 13F portfolio, value $169,240.

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

  2. period ended2026-06-30
    13F 495 shares
    Change vs previous 13F +98 shares

    0.03% of the 13F portfolio, value $170,235.

    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 397 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $118,643.

    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 397 shares
    Change vs previous 13F -275 shares

    0.02% of the 13F portfolio, value $124,976.

    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 672 shares
    Change vs previous 13F +20 shares

    0.04% of the 13F portfolio, value $206,882.

    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 652 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $186,016.

    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 652 shares
    Change vs previous 13F -33 shares

    0.05% of the 13F portfolio, value $167,584.

    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 685 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $184,745.

    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).