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Goldstein Advisors, LLC: TAXF position timeline

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

Goldstein Advisors, LLC held 436,469 TAXF 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 436,469 shares
    Change vs previous 13F +15,529 shares

    2.03% of the 13F portfolio, value $22,187,902.

    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 420,940 shares
    Change vs previous 13F +8,829 shares

    2.34% of the 13F portfolio, value $21,068,047.

    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 412,111 shares
    Change vs previous 13F +14,382 shares

    2.37% of the 13F portfolio, value $20,762,152.

    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 397,729 shares
    Change vs previous 13F -14,285 shares

    2.43% of the 13F portfolio, value $19,977,928.

    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 412,014 shares
    Change vs previous 13F -19,352 shares

    2.71% of the 13F portfolio, value $20,159,845.

    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 431,366 shares
    Change vs previous 13F +11,527 shares

    3.12% of the 13F portfolio, value $21,343,990.

    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 419,839 shares
    Change vs previous 13F +36,910 shares

    3.06% of the 13F portfolio, value $21,050,727.

    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 382,929 shares
    Change vs previous 13F not available

    2.99% of the 13F portfolio, value $19,690,209.

    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).