Goldstone Financial Group, LLC: AXP position timeline

Goldstone Financial Group, LLC held 793 AXP 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 793 shares

   Change vs previous 13F +22 shares

   0.02% of the 13F portfolio, value $268,400.

   13F-HR 0002040021-26-000003 filed by Goldstone Financial Group, LLC
   Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 771 shares

   Change vs previous 13F -42 shares

   0.03% of the 13F portfolio, value $233,280.

   13F-HR 0002040021-26-000002 filed by Goldstone Financial Group, LLC
   Filed 2026-04-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 813 shares

   Change vs previous 13F +813 shares

   0.03% of the 13F portfolio, value $300,782.

   13F-HR 0002040021-26-000001 filed by Goldstone Financial Group, LLC
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -639 shares

   13F-HR 0002040021-25-000003 filed by Goldstone Financial Group, LLC
   Filed 2025-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

   Exited: the 13F for this period no longer lists the position.

5. period ended2025-06-30

   13F 639 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $209,803.

   13F-HR 0001213900-25-062010 filed by Goldstone Financial Group, LLC
   Filed 2025-07-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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