GoalFusion Wealth Management, LLC: AAPL position timeline

GoalFusion Wealth Management, LLC held 6,028 AAPL shares at 2026-09-30 per its 13F-HR filed 2026-10-06.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 6,028 shares

   Change vs previous 13F +14 shares

   0.8% of the 13F portfolio, value $2,007,445.

   13F-HR 0001895678-26-000005 filed by GoalFusion Wealth Management, LLC
   Accepted 2026-10-06 14:42:03 UTC, ingested 2026-10-06 14:42:49 UTC

2. period ended2026-06-30

   13F 6,014 shares

   Change vs previous 13F +1,811 shares

   0.7% of the 13F portfolio, value $1,740,211.

   13F-HR 0001895678-26-000004 filed by GoalFusion Wealth Management, LLC
   Filed 2026-07-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2026-03-31

   13F 4,203 shares

   Change vs previous 13F -71 shares

   0.48% of the 13F portfolio, value $1,066,679.

   13F-HR 0001895678-26-000002 filed by GoalFusion Wealth Management, LLC
   Filed 2026-04-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-12-31

   13F 4,274 shares

   Change vs previous 13F -2 shares

   0.54% of the 13F portfolio, value $1,161,930.

   13F-HR 0001895678-26-000001 filed by GoalFusion Wealth Management, LLC
   Filed 2026-01-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-09-30

   13F 4,276 shares

   Change vs previous 13F -1,460 shares

   0.52% of the 13F portfolio, value $1,088,798.

   13F-HR 0001895678-25-000006 filed by GoalFusion Wealth Management, LLC
   Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-06-30

   13F 5,736 shares

   Change vs previous 13F +5,736 shares

   0.6% of the 13F portfolio, value $1,176,855.

   13F-HR 0001895678-25-000004 filed by GoalFusion Wealth Management, LLC
   Filed 2025-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2025-03-31

   13F 0 shares

   Change vs previous 13F -5,857 shares

   13F-HR 0001895678-25-000003 filed by GoalFusion Wealth Management, LLC
   Filed 2025-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

8. period ended2024-12-31

   13F 5,857 shares

   Change vs previous 13F not available

   0.8% of the 13F portfolio, value $1,466,710.

   13F-HR 0001895678-25-000001 filed by GoalFusion Wealth Management, LLC
   Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).