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GoalFusion Wealth Management, LLC: VTV position timeline

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

GoalFusion Wealth Management, LLC held 45,957 VTV 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 45,957 shares
    Change vs previous 13F -58 shares

    3.97% of the 13F portfolio, value $9,930,455.

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

  2. period ended2026-06-30
    13F 46,015 shares
    Change vs previous 13F +1,249 shares

    4.05% of the 13F portfolio, value $10,028,116.

    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 44,766 shares
    Change vs previous 13F +1,394 shares

    3.98% of the 13F portfolio, value $8,783,150.

    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 43,372 shares
    Change vs previous 13F +5,606 shares

    3.83% of the 13F portfolio, value $8,283,677.

    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 37,766 shares
    Change vs previous 13F -5,274 shares

    3.36% of the 13F portfolio, value $7,043,012.

    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 43,040 shares
    Change vs previous 13F -225 shares

    3.91% of the 13F portfolio, value $7,606,890.

    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 43,265 shares
    Change vs previous 13F +622 shares

    4.09% of the 13F portfolio, value $7,473,596.

    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 42,643 shares
    Change vs previous 13F not available

    3.93% of the 13F portfolio, value $7,219,460.

    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).