Goldstone Financial Group, LLC: BA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Goldstone Financial Group, LLC on BA, newest first. How the timeline and the estimate are built.
Goldstone Financial Group, LLC held 5,639 BA shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 5,639 sharesChange vs previous 13F +824 shares
0.11% of the 13F portfolio, value $1,220,623.
13F-HR 0002040021-26-000003 filed by Goldstone Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,815 sharesChange vs previous 13F -544 shares
0.1% of the 13F portfolio, value $958,346.
13F-HR 0002040021-26-000002 filed by Goldstone Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,359 sharesChange vs previous 13F +144 shares
0.13% of the 13F portfolio, value $1,163,564.
13F-HR 0002040021-26-000001 filed by Goldstone Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,215 sharesChange vs previous 13F +1,347 shares
0.13% of the 13F portfolio, value $1,125,502.
13F-HR 0002040021-25-000003 filed by Goldstone Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,868 sharesChange vs previous 13F +2,238 shares
0.11% of the 13F portfolio, value $835,248.
13F-HR 0001213900-25-062010 filed by Goldstone Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,630 sharesChange vs previous 13F +1,630 shares
0.04% of the 13F portfolio, value $277,997.
13F-HR 0001213900-25-032437 filed by Goldstone Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 0 sharesChange vs previous 13F not available
13F-HR 0001213900-24-090965 filed by Goldstone Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.