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Goldstein Advisors, LLC: BOND position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Goldstein Advisors, LLC on BOND, newest first. How the timeline and the estimate are built.

Goldstein Advisors, LLC held 316,893 BOND shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 316,893 shares
    Change vs previous 13F +35,392 shares

    2.67% of the 13F portfolio, value $29,220,704.

    13F-HR 0001172661-26-002693 filed by Goldstein Advisors, 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 281,501 shares
    Change vs previous 13F +12,491 shares

    2.89% of the 13F portfolio, value $25,976,912.

    13F-HR 0001172661-26-001553 filed by Goldstein Advisors, 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 269,010 shares
    Change vs previous 13F +5,437 shares

    2.85% of the 13F portfolio, value $25,039,451.

    13F-HR 0001172661-26-000596 filed by Goldstein Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 263,573 shares
    Change vs previous 13F +20,495 shares

    2.99% of the 13F portfolio, value $24,604,540.

    13F-HR 0001172661-25-004337 filed by Goldstein Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 243,078 shares
    Change vs previous 13F -5,525 shares

    3.01% of the 13F portfolio, value $22,406,930.

    13F-HR 0001172661-25-002781 filed by Goldstein Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 248,603 shares
    Change vs previous 13F +415 shares

    3.36% of the 13F portfolio, value $22,988,319.

    13F-HR 0001172661-25-001539 filed by Goldstein Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 248,188 shares
    Change vs previous 13F +22,826 shares

    3.26% of the 13F portfolio, value $22,441,159.

    13F-HR 0001172661-25-000256 filed by Goldstein Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 225,362 shares
    Change vs previous 13F not available

    3.24% of the 13F portfolio, value $21,321,499.

    13F-HR 0001172661-24-004345 filed by Goldstein Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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