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GoalFusion Wealth Management, LLC: DELL position timeline

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

GoalFusion Wealth Management, LLC held 904 DELL 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 904 shares
    Change vs previous 13F -163 shares

    0.19% of the 13F portfolio, value $486,307.

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

  2. period ended2026-06-30
    13F 1,067 shares
    Change vs previous 13F -333 shares

    0.19% of the 13F portfolio, value $460,368.

    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 1,400 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $229,782.

    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).