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Disclosery

Goldstone Financial Group, LLC: AGGY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Goldstone Financial Group, LLC on AGGY, newest first. How the timeline and the estimate are built.

Goldstone Financial Group, LLC held 19,900 AGGY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,900 shares
    Change vs previous 13F +278 shares

    0.08% of the 13F portfolio, value $865,251.

    13F-HR 0002040021-26-000003 filed by Goldstone Financial Group, 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 19,622 shares
    Change vs previous 13F -262 shares

    0.09% of the 13F portfolio, value $852,576.

    13F-HR 0002040021-26-000002 filed by Goldstone Financial Group, 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 19,884 shares
    Change vs previous 13F -1,724 shares

    0.1% of the 13F portfolio, value $875,888.

    13F-HR 0002040021-26-000001 filed by Goldstone Financial Group, 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 21,608 shares
    Change vs previous 13F +343 shares

    0.11% of the 13F portfolio, value $956,566.

    13F-HR 0002040021-25-000003 filed by Goldstone Financial Group, 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 21,265 shares
    Change vs previous 13F -31,109 shares

    0.12% of the 13F portfolio, value $924,905.

    13F-HR 0001213900-25-062010 filed by Goldstone Financial Group, 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 52,374 shares
    Change vs previous 13F +1,179 shares

    0.34% of the 13F portfolio, value $2,274,620.

    13F-HR 0001213900-25-032437 filed by Goldstone Financial Group, 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 51,195 shares
    Change vs previous 13F +7,305 shares

    0.34% of the 13F portfolio, value $2,197,287.

    13F-HR 0001213900-25-003507 filed by Goldstone Financial Group, 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 43,890 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,962,310.

    13F-HR 0001213900-24-090965 filed by Goldstone Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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