Goldstone Financial Group, LLC: CEG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Goldstone Financial Group, LLC on CEG, newest first. How the timeline and the estimate are built.
Goldstone Financial Group, LLC held 3,048 CEG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 3,048 sharesChange vs previous 13F -290 shares
0.07% of the 13F portfolio, value $756,981.
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 3,338 sharesChange vs previous 13F +198 shares
0.1% of the 13F portfolio, value $932,175.
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 3,140 sharesChange vs previous 13F -164 shares
0.12% of the 13F portfolio, value $1,109,226.
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 3,304 sharesChange vs previous 13F -102 shares
0.13% of the 13F portfolio, value $1,087,305.
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 3,406 sharesChange vs previous 13F -31 shares
0.14% of the 13F portfolio, value $1,062,170.
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 3,437 sharesChange vs previous 13F +29 shares
0.1% of the 13F portfolio, value $693,001.
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 3,408 sharesChange vs previous 13F -551 shares
0.12% of the 13F portfolio, value $762,298.
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 3,959 sharesChange vs previous 13F not available
0.18% of the 13F portfolio, value $1,029,409.
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).