GoalVest Advisory LLC CVNA — CARVANA CO CL A

Ownership history in GoalVest Advisory LLC  ·  11 quarters on record

AI Ownership Summary

GoalVest Advisory LLC reported CARVANA CO CL A (CVNA) in 11 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.01% in 2025 Q2. The latest visible filing shows CVNA at 0.01% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CVNA 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 CARVANA CO CL A, 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
2026 Q3

CVNA was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q2

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

Time in book
Holding Window
2024 Q2 to 2026 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 CVNA — position size vs. price
% of Fund (quarterly)    CVNA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 500 — 0% 0.01% $31K 2026-10-02 $nan
2026 Q2 ADDED — — — 500 +400 +400.0% 0.01% $33K 2026-07-09 $67.12
2026 Q1 UNCHANGED — — — 100 — 0% 0.01% $31K 2026-04-13 $71.85
2025 Q4 UNCHANGED — — — 100 — 0% 0.01% $42K 2026-01-05 $86.01
2025 Q3 UNCHANGED — — — 100 — 0% 0.01% $38K 2025-10-22 $65.38
2025 Q2 UNCHANGED — — — 100 — 0% 0.01% $34K 2025-08-01 $73.56
2025 Q1 UNCHANGED — — — 100 — 0% 0.01% $21K 2025-04-07 $33.57
2024 Q4 UNCHANGED — — — 100 — 0% 0.01% $20K 2025-01-17 $46.10
2024 Q3 UNCHANGED — — — 100 — 0% 0.01% $17K 2024-11-06 $47.79
2024 Q2 UNCHANGED — — — 100 — 0% 0.00% $13K 2024-07-30 $25.36
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CVNA

As of 2026 Q3 — sorted by position size

Versant Capital Management, Inc 3Y 7Y 0.01% Planning Strategies Inc. 0.0% Noble Wealth Management PBC 0.0%

FAQ About GoalVest Advisory LLC and CVNA

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 CVNA?

GoalVest Advisory LLC reported CVNA across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

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

The largest reported portfolio weight for CVNA was 0.01% in 2025 Q2.

What is the latest reported CVNA position on this page?

The most recent filing on this page is 2026 Q3, when GoalVest Advisory LLC reported 500 shares, equal to 0.01% of portfolio, with an estimated market value of $31K.

What does the chart on this CVNA ownership page compare?

The chart compares GoalVest Advisory LLC's quarterly CVNA 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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