Goldstone Financial Group, LLC: BRK-B position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Goldstone Financial Group, LLC on BRK-B, newest first. How the timeline and the estimate are built.
Goldstone Financial Group, LLC held 4,336 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 4,336 sharesChange vs previous 13F +501 shares
0.2% of the 13F portfolio, value $2,169,691.
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 3,835 sharesChange vs previous 13F -93 shares
0.2% of the 13F portfolio, value $1,837,536.
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 3,928 sharesChange vs previous 13F +137 shares
0.22% of the 13F portfolio, value $1,974,203.
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 3,791 sharesChange vs previous 13F +625 shares
0.23% of the 13F portfolio, value $1,905,681.
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 3,166 sharesChange vs previous 13F +380 shares
0.2% of the 13F portfolio, value $1,535,311.
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 2,786 sharesChange vs previous 13F +235 shares
0.22% of the 13F portfolio, value $1,483,768.
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 ended2024-12-3113F 2,551 sharesChange vs previous 13F -83 shares
0.18% of the 13F portfolio, value $1,156,317.
13F-HR 0001213900-25-003507 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 2,634 sharesChange vs previous 13F not available
0.21% of the 13F portfolio, value $1,212,325.
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).