GoalFusion Wealth Management, LLC: VTI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GoalFusion Wealth Management, LLC on VTI, newest first. How the timeline and the estimate are built.
GoalFusion Wealth Management, LLC held 1,355 VTI shares at 2026-09-30 per its 13F-HR filed 2026-10-06.
the latest 13F is the newest step
- period ended2026-09-3013F 1,355 sharesChange vs previous 13F 0 shares
0.2% of the 13F portfolio, value $507,095.
13F-HR 0001895678-26-000005 filed by GoalFusion Wealth Management, LLC
Accepted , ingested - period ended2026-06-3013F 1,355 sharesChange vs previous 13F 0 shares
0.2% of the 13F portfolio, value $501,404.
13F-HR 0001895678-26-000004 filed by GoalFusion Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,355 sharesChange vs previous 13F 0 shares
0.2% of the 13F portfolio, value $434,698.
13F-HR 0001895678-26-000002 filed by GoalFusion Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,355 sharesChange vs previous 13F 0 shares
0.21% of the 13F portfolio, value $454,291.
13F-HR 0001895678-26-000001 filed by GoalFusion Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,355 sharesChange vs previous 13F 0 shares
0.21% of the 13F portfolio, value $444,670.
13F-HR 0001895678-25-000006 filed by GoalFusion Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,355 sharesChange vs previous 13F +17 shares
0.21% of the 13F portfolio, value $411,825.
13F-HR 0001895678-25-000004 filed by GoalFusion Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,338 sharesChange vs previous 13F +37 shares
0.2% of the 13F portfolio, value $367,736.
13F-HR 0001895678-25-000003 filed by GoalFusion Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,301 sharesChange vs previous 13F not available
0.21% of the 13F portfolio, value $377,043.
13F-HR 0001895678-25-000001 filed by GoalFusion Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).