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Goldstone Financial Group, LLC: BUFR position timeline

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

Goldstone Financial Group, LLC held 760,367 BUFR 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 760,367 shares
    Change vs previous 13F -268,877 shares

    2.54% of the 13F portfolio, value $27,776,207.

    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 1,029,244 shares
    Change vs previous 13F -39,597 shares

    3.77% of the 13F portfolio, value $34,757,570.

    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 1,068,841 shares
    Change vs previous 13F +23,429 shares

    4.08% of the 13F portfolio, value $36,618,493.

    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 1,045,412 shares
    Change vs previous 13F +31,813 shares

    4.13% of the 13F portfolio, value $34,937,669.

    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 1,013,599 shares
    Change vs previous 13F -27,823 shares

    4.29% of the 13F portfolio, value $32,465,576.

    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 1,041,422 shares
    Change vs previous 13F +64,762 shares

    4.68% of the 13F portfolio, value $30,919,819.

    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 976,660 shares
    Change vs previous 13F +85,854 shares

    4.66% of the 13F portfolio, value $29,758,830.

    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 890,806 shares
    Change vs previous 13F not available

    4.63% of the 13F portfolio, value $26,626,191.

    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).