GoalVest Advisory LLC BBY β€” BEST BUY INC COM

Ownership history in GoalVest Advisory LLC  Β·  3 quarters on record

AI Ownership Summary

GoalVest Advisory LLC reported BEST BUY INC COM (BBY) in 3 quarterly 13F filings from 2024 Q3 through 2025 Q3. The latest visible filing shows BBY at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BBY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GoalVest Advisory LLC's position in BEST BUY INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

BBY was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How GoalVest Advisory LLC held BBY β€” position size vs. price
% of Fund (quarterly)    BBY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED β€” β€” β€” 110 β€” 0% 0.00% $8K 2025-10-22 $79.11
2025 Q2 REDUCED 23.1% +14.2% ❌ 110 -33 -23.1% 0.00% $7K 2025-08-01 $61.54
2024 Q3 INITIATED β€” β€” β€” 143 β€” β€” 0.00% $15K 2024-11-06 $82.68

FAQ About GoalVest Advisory LLC and BBY

These are the practical questions this page is built to answer before you even open the full history table.

How long has GoalVest Advisory LLC reported owning BBY?

GoalVest Advisory LLC reported BBY across 3 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported BBY position in GoalVest Advisory LLC's portfolio?

The largest reported portfolio weight for BBY was 0.00% in 2024 Q3.

What is the latest reported BBY position on this page?

The most recent filing on this page is 2025 Q3, when GoalVest Advisory LLC reported 110 shares, equal to 0.00% of portfolio, with an estimated market value of $8K.

What does the chart on this BBY ownership page compare?

The chart compares GoalVest Advisory LLC's quarterly BBY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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