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GoalFusion Wealth Management, LLC: GD position timeline

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

GoalFusion Wealth Management, LLC held 691 GD 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 691 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $229,295.

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

  2. period ended2026-06-30
    13F 691 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $244,780.

    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 691 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $237,165.

    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 691 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $232,632.

    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 691 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $235,631.

    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 691 shares
    Change vs previous 13F +691 shares

    0.1% of the 13F portfolio, value $201,537.

    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 ended2024-12-31
    13F 0 shares
    Change vs previous 13F not available

    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).

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