Skip to content
Disclosery

GoalFusion Wealth Management, LLC: ADI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GoalFusion Wealth Management, LLC on ADI, newest first. How the timeline and the estimate are built.

GoalFusion Wealth Management, LLC held 0 ADI 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 0 shares
    Change vs previous 13F -600 shares

    13F-HR 0001895678-26-000005 filed by GoalFusion Wealth Management, LLC
    Accepted , ingested

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

  2. period ended2026-06-30
    13F 600 shares
    Change vs previous 13F +600 shares

    0.1% of the 13F portfolio, value $238,302.

    13F-HR 0001895678-26-000004 filed by GoalFusion Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -1,000 shares

    13F-HR 0001895678-25-000006 filed by GoalFusion Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

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

  4. period ended2025-06-30
    13F 1,000 shares
    Change vs previous 13F +1,000 shares

    0.12% of the 13F portfolio, value $238,020.

    13F-HR 0001895678-25-000004 filed by GoalFusion Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -1,302 shares

    13F-HR 0001895678-25-000003 filed by GoalFusion Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

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

  6. period ended2024-12-31
    13F 1,302 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $276,623.

    13F-HR 0001895678-25-000001 filed by GoalFusion Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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