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GoalVest Advisory LLCETFConcentrated trader

CIK: 0001839307 | New York, NY

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR725$578.2M2026-10-02SEC ↗
Q2 2026
13F-HR500$539.1M2026-07-09SEC ↗
Q1 2026
13F-HR445$512.0M2026-04-13SEC ↗
Q4 2025
13F-HR513$522.1M2026-01-05SEC ↗
Q3 2025
13F-HR403$471.7M2025-10-22SEC ↗
Q2 2025
13F-HR358$403.9M2025-08-01SEC ↗
Q1 2025
13F-HR503$363.7M2025-04-07SEC ↗
Q4 2024
13F-HR379$364.7M2025-01-17SEC ↗
Q3 2024
13F-HR374$347.8M2024-11-06SEC ↗
Q2 2024
13F-HR323$312.9M2024-07-30SEC ↗
Q1 2024
13F-HR412$299.9M2024-04-15SEC ↗
Q4 2023
13F-HR368$227.4M2024-01-02SEC ↗
Q3 2023
13F-HR476$199.6M2023-10-10SEC ↗
Q2 2023Amended
13F-HR/A275$171.1M2023-07-10SEC ↗
Q1 2023
13F-HR273$170.7M2023-04-03SEC ↗
Q4 2022
13F-HR248$154.9M2023-01-06SEC ↗
Q3 2022
13F-HR260$9.5M2022-10-11SEC ↗
Q2 2022
13F-HR309$1.4M2022-07-06SEC ↗
Q1 2022
13F-HR527$7.4M2022-05-03SEC ↗
Q2 2021
13F-HR243$14.2M2021-09-01SEC ↗
Q1 2021
13F-HR184$14.3M2021-05-13SEC ↗
Q4 2020
13F-HR218$16.2M2021-01-28SEC ↗