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GoalFusion Wealth Management, LLC: AGG position timeline

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

GoalFusion Wealth Management, LLC held 530,531 AGG 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 530,531 shares
    Change vs previous 13F -29,655 shares

    20.06% of the 13F portfolio, value $50,156,436.

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

  2. period ended2026-06-30
    13F 560,186 shares
    Change vs previous 13F +36,509 shares

    22.39% of the 13F portfolio, value $55,447,247.

    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 ended2026-03-31
    13F 523,677 shares
    Change vs previous 13F +23,877 shares

    23.58% of the 13F portfolio, value $51,985,453.

    13F-HR 0001895678-26-000002 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).

  4. period ended2025-12-31
    13F 499,800 shares
    Change vs previous 13F -2,707 shares

    23.09% of the 13F portfolio, value $49,920,061.

    13F-HR 0001895678-26-000001 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).

  5. period ended2025-09-30
    13F 502,507 shares
    Change vs previous 13F +19,227 shares

    24.05% of the 13F portfolio, value $50,376,364.

    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).

  6. period ended2025-06-30
    13F 483,280 shares
    Change vs previous 13F +9,359 shares

    24.64% of the 13F portfolio, value $47,941,413.

    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).

  7. period ended2025-03-31
    13F 473,921 shares
    Change vs previous 13F +22,213 shares

    25.65% of the 13F portfolio, value $46,880,302.

    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).

  8. period ended2024-12-31
    13F 451,708 shares
    Change vs previous 13F not available

    23.86% of the 13F portfolio, value $43,770,541.

    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).