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GoalFusion Wealth Management, LLC: CMF position timeline

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

GoalFusion Wealth Management, LLC held 6,150 CMF 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 6,150 shares
    Change vs previous 13F -1,350 shares

    0.13% of the 13F portfolio, value $332,838.

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

  2. period ended2026-06-30
    13F 7,500 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $432,300.

    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 7,500 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $426,450.

    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).