GoalFusion Wealth Management - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for GoalFusion Wealth Management going back to Jan. 31, 2022
- GoalFusion Wealth Management 2026 Q1 - filed April 14, 2026 - new!
- GoalFusion Wealth Management 2025 Q4 - filed Jan. 6, 2026
- GoalFusion Wealth Management 2025 Q3 - filed Oct. 21, 2025
- GoalFusion Wealth Management 2025 Q2 - filed July 16, 2025
- GoalFusion Wealth Management 2025 Q1 - filed May 1, 2025
- GoalFusion Wealth Management 2024 Q4 - filed Jan. 15, 2025
- GoalFusion Wealth Management 2024 Q3 - filed Oct. 7, 2024
- GoalFusion Wealth Management 2024 Q2 - filed July 18, 2024
- GoalFusion Wealth Management 2024 Q1 - filed April 3, 2024
- GoalFusion Wealth Management 2023 Q4 - filed Jan. 3, 2024
- GoalFusion Wealth Management 2023 Q3 - filed Oct. 10, 2023
- GoalFusion Wealth Management 2023 Q2 - filed July 17, 2023
- GoalFusion Wealth Management 2023 Q1 - filed April 3, 2023
- GoalFusion Wealth Management 2022 Q4 - filed Feb. 10, 2023
- GoalFusion Wealth Management 2022 Q3 - filed Oct. 24, 2022
- GoalFusion Wealth Management 2022 Q2 - filed July 29, 2022
- GoalFusion Wealth Management 2022 Q1 - filed May 6, 2022
- GoalFusion Wealth Management 2021 Q4 - filed Jan. 31, 2022