Skip to content
Disclosery

Goldenstone Wealth Management LLC: USFR position timeline

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

Goldenstone Wealth Management LLC held 146,939 USFR shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 146,939 shares
    Change vs previous 13F -154,639 shares

    4.84% of the 13F portfolio, value $7,398,366.

    13F-HR 0002109094-26-000004 filed by Goldenstone Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 301,578 shares
    Change vs previous 13F +13,815 shares

    11.04% of the 13F portfolio, value $15,181,458.

    13F-HR 0002109094-26-000003 filed by Goldenstone 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 ended2025-12-31
    13F 287,763 shares
    Change vs previous 13F not available

    10.83% of the 13F portfolio, value $14,480,259.

    13F-HR 0002109094-26-000002 filed by Goldenstone Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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