GoalFusion Wealth Management, LLC: VO position timeline

GoalFusion Wealth Management, LLC held 55,747 VO 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 55,747 shares

   Change vs previous 13F +1,954 shares

   1.75% of the 13F portfolio, value $4,371,676.

   13F-HR 0001895678-26-000005 filed by GoalFusion Wealth Management, LLC
   Accepted 2026-10-06 14:42:03 UTC, ingested 2026-10-06 14:42:49 UTC

2. period ended2026-06-30

   13F 53,793 shares

   Change vs previous 13F +41,066 shares

   1.75% of the 13F portfolio, value $4,334,098.

   13F-HR 0001895678-26-000004 filed by GoalFusion Wealth Management, LLC
   Filed 2026-07-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2026-03-31

   13F 12,727 shares

   Change vs previous 13F +748 shares

   1.66% of the 13F portfolio, value $3,654,924.

   13F-HR 0001895678-26-000002 filed by GoalFusion Wealth Management, LLC
   Filed 2026-04-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-12-31

   13F 11,979 shares

   Change vs previous 13F +402 shares

   1.61% of the 13F portfolio, value $3,476,530.

   13F-HR 0001895678-26-000001 filed by GoalFusion Wealth Management, LLC
   Filed 2026-01-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-09-30

   13F 11,577 shares

   Change vs previous 13F +191 shares

   1.62% of the 13F portfolio, value $3,400,612.

   13F-HR 0001895678-25-000006 filed by GoalFusion Wealth Management, LLC
   Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-06-30

   13F 11,386 shares

   Change vs previous 13F +87 shares

   1.64% of the 13F portfolio, value $3,186,129.

   13F-HR 0001895678-25-000004 filed by GoalFusion Wealth Management, LLC
   Filed 2025-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2025-03-31

   13F 11,299 shares

   Change vs previous 13F +144 shares

   1.6% of the 13F portfolio, value $2,922,134.

   13F-HR 0001895678-25-000003 filed by GoalFusion Wealth Management, LLC
   Filed 2025-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-12-31

   13F 11,155 shares

   Change vs previous 13F not available

   1.61% of the 13F portfolio, value $2,946,356.

   13F-HR 0001895678-25-000001 filed by GoalFusion Wealth Management, LLC
   Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).