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GoalFusion Wealth Management, LLC: AIZ position timeline

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

GoalFusion Wealth Management, LLC held 2,174 AIZ 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 2,174 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $572,830.

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

  2. period ended2026-06-30
    13F 2,174 shares
    Change vs previous 13F -200 shares

    0.24% of the 13F portfolio, value $583,765.

    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 2,374 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $517,065.

    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 2,374 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $571,761.

    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 2,374 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $514,193.

    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 2,374 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $468,827.

    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 2,374 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $497,932.

    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 2,374 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $506,169.

    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).