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Disclosery

GoalVest Advisory LLC: WMT position timeline

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

GoalVest Advisory LLC held 30,692 WMT 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 30,692 shares
    Change vs previous 13F +3,628 shares

    0.55% of the 13F portfolio, value $3,189,513.

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

  2. period ended2026-06-30
    13F 27,064 shares
    Change vs previous 13F +1,211 shares

    0.57% of the 13F portfolio, value $3,065,269.

    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 25,853 shares
    Change vs previous 13F +56 shares

    0.63% of the 13F portfolio, value $3,213,011.

    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 25,797 shares
    Change vs previous 13F +1,955 shares

    0.55% of the 13F portfolio, value $2,874,044.

    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 23,842 shares
    Change vs previous 13F +1,198 shares

    0.52% of the 13F portfolio, value $2,457,157.

    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 22,644 shares
    Change vs previous 13F +384 shares

    0.55% of the 13F portfolio, value $2,214,130.

    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 22,260 shares
    Change vs previous 13F -2,340 shares

    0.54% of the 13F portfolio, value $1,954,205.

    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 24,600 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $2,222,610.

    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).