GoalVest Advisory LLC

Position in META — Meta Platforms, Inc.

CIK 1839307 NEW YORK, NY

Position in META

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$2,348,356

+$275,530 QoQ

Shares Held

4,169

+15.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.68%

of 13F equity value

Holder Rank

#2,584

of 5,003 holders

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Communication Services · as of Jun 30, 2026

GoalVest Advisory LLC holds $9,357,090 across 4 Internet Content & Information names. META ranks #2 (25.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GOOGL	Alphabet Inc.	19,370	$6,922,256
2	META	Meta Platforms, Inc. This page	4,169	$2,348,356
3	SPOT	Spotify Technology S.A.	127	$58,309
4	NBIS	Nebius Group N.V.	102	$28,169

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,348,356	4,169	+15.1%	Shares	Sole	2026-07-09
2026-03-31	$2,072,826	3,623	+67.8%	Shares	Sole	2026-04-13
2025-12-31	$1,425,134	2,159	+311.2%	Shares	Sole	2026-01-05
2025-09-30	$385,549	525	+1.5%	Shares	Sole	2025-10-22
2025-06-30	$381,592	517	+35.7%	Shares	Sole	2025-08-01
2025-03-31	$219,593	381	+88.6%	Shares	Sole	2025-04-07
2024-12-31	$118,273	202	-42.8%	Shares	Sole	2025-01-17
2024-09-30	$202,071	353	+25.2%	Shares	Sole	2024-11-06
2024-06-30	$142,190	282	-1.7%	Shares	Sole	2024-07-30
2024-03-31	$139,361	287	+1.4%	Shares	Sole	2024-04-15
2023-12-31	$100,170	283	+112.8%	Shares	Sole	2024-01-02
2023-09-30	$39,927	133	0.0%	Shares	Sole	2023-10-10
2023-06-30	$38,168	133	-88.3%	Shares	Sole	2023-07-17
2023-03-31	$240,128	1,133	-15.5%	Shares	Sole	2023-04-03
2022-12-31	$161,375	1,341	+293.3%	Shares	Sole	2023-01-06
2022-09-30	$46,266	341	-94.9%	Shares	Sole	2022-10-11
2022-06-30	$1,081,181	6,705	+0.7%	Shares	Sole	2022-07-06
2022-03-31	$1,480,028	6,656	+13.2%	Shares	Sole	2022-05-03
2021-06-30	$2,043,839	5,878	-3.7%	Shares	Sole	2021-09-01
2021-03-31	$1,796,927	6,101	+1.4%	Shares	Sole	2021-05-13
2020-12-31	$1,643,330	6,016	—	Shares	Sole	2021-01-28
No filing history on record for this holder in this stock.