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Disclosery

Goldstone Financial Group, LLC: CGDV position timeline

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

Goldstone Financial Group, LLC held 36,775 CGDV 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 36,775 shares
    Change vs previous 13F -1,034 shares

    0.17% of the 13F portfolio, value $1,812,255.

    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 37,809 shares
    Change vs previous 13F -1,656 shares

    0.17% of the 13F portfolio, value $1,608,384.

    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 39,465 shares
    Change vs previous 13F +5,975 shares

    0.19% of the 13F portfolio, value $1,722,242.

    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 33,490 shares
    Change vs previous 13F +6,996 shares

    0.17% of the 13F portfolio, value $1,407,572.

    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 26,494 shares
    Change vs previous 13F +2,284 shares

    0.14% of the 13F portfolio, value $1,064,516.

    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 24,210 shares
    Change vs previous 13F +1,789 shares

    0.13% of the 13F portfolio, value $862,852.

    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 22,421 shares
    Change vs previous 13F +913 shares

    0.12% of the 13F portfolio, value $790,554.

    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 21,508 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $783,767.

    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).