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Goldstein Advisors, LLC: CB position timeline

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

Goldstein Advisors, LLC held 1,179 CB 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 1,179 shares
    Change vs previous 13F +259 shares

    0.04% of the 13F portfolio, value $401,732.

    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 920 shares
    Change vs previous 13F +27 shares

    0.03% of the 13F portfolio, value $299,856.

    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 893 shares
    Change vs previous 13F +25 shares

    0.03% of the 13F portfolio, value $278,723.

    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 868 shares
    Change vs previous 13F +18 shares

    0.03% of the 13F portfolio, value $244,993.

    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 850 shares
    Change vs previous 13F -1,519 shares

    0.03% of the 13F portfolio, value $246,262.

    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 2,369 shares
    Change vs previous 13F -108 shares

    0.1% of the 13F portfolio, value $715,414.

    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 2,477 shares
    Change vs previous 13F +2 shares

    0.1% of the 13F portfolio, value $684,395.

    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 2,475 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $713,765.

    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).