GoalVest Advisory - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for GoalVest Advisory going back to Jan. 28, 2021
- GoalVest Advisory 2025 Q3 - filed Oct. 22, 2025 - new!
- GoalVest Advisory 2025 Q2 - filed Aug. 1, 2025
- GoalVest Advisory 2025 Q1 - filed April 7, 2025
- GoalVest Advisory 2024 Q4 - filed Jan. 17, 2025
- GoalVest Advisory 2024 Q3 - filed Nov. 6, 2024
- GoalVest Advisory 2024 Q2 - filed July 30, 2024
- GoalVest Advisory 2024 Q1 - filed April 15, 2024
- GoalVest Advisory 2023 Q4 - filed Jan. 2, 2024
- GoalVest Advisory 2023 Q3 - filed Oct. 10, 2023
- GoalVest Advisory 2023 Q2 restated - filed July 17, 2023
- GoalVest Advisory 2023 Q2 - filed July 10, 2023
- GoalVest Advisory 2023 Q1 - filed April 3, 2023
- GoalVest Advisory 2022 Q4 - filed Jan. 6, 2023
- GoalVest Advisory 2022 Q3 - filed Oct. 11, 2022
- GoalVest Advisory 2022 Q2 - filed July 6, 2022
- GoalVest Advisory 2022 Q1 - filed May 3, 2022
- GoalVest Advisory 2021 Q2 - filed Sept. 1, 2021
- GoalVest Advisory 2021 Q1 - filed May 13, 2021
- GoalVest Advisory 2020 Q4 - filed Jan. 28, 2021