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Disclosery

Goldstone Financial Group, LLC: AVUV position timeline

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

Goldstone Financial Group, LLC held 15,525 AVUV 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 15,525 shares
    Change vs previous 13F -604 shares

    0.18% of the 13F portfolio, value $1,936,859.

    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 16,129 shares
    Change vs previous 13F -10,724 shares

    0.19% of the 13F portfolio, value $1,781,775.

    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 26,853 shares
    Change vs previous 13F -331 shares

    0.31% of the 13F portfolio, value $2,738,425.

    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 27,184 shares
    Change vs previous 13F +380 shares

    0.32% of the 13F portfolio, value $2,705,652.

    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 26,804 shares
    Change vs previous 13F +861 shares

    0.34% of the 13F portfolio, value $2,546,663.

    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 25,943 shares
    Change vs previous 13F -5,816 shares

    0.34% of the 13F portfolio, value $2,261,447.

    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 31,759 shares
    Change vs previous 13F +6,061 shares

    0.48% of the 13F portfolio, value $3,065,666.

    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 25,698 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $2,465,696.

    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).