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GoalFusion Wealth Management, LLC: NVDA position timeline

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

GoalFusion Wealth Management, LLC held 12,316 NVDA 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 12,316 shares
    Change vs previous 13F +242 shares

    1.12% of the 13F portfolio, value $2,812,803.

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

  2. period ended2026-06-30
    13F 12,074 shares
    Change vs previous 13F +1,482 shares

    0.98% of the 13F portfolio, value $2,415,953.

    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 10,592 shares
    Change vs previous 13F +756 shares

    0.84% of the 13F portfolio, value $1,847,302.

    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 9,836 shares
    Change vs previous 13F +3,788 shares

    0.85% of the 13F portfolio, value $1,834,476.

    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 6,048 shares
    Change vs previous 13F +353 shares

    0.54% of the 13F portfolio, value $1,128,497.

    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 5,695 shares
    Change vs previous 13F +37 shares

    0.46% of the 13F portfolio, value $899,805.

    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 5,658 shares
    Change vs previous 13F +200 shares

    0.34% of the 13F portfolio, value $613,250.

    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 5,458 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $732,999.

    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).