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Disclosery

Goldstone Financial Group, LLC: DGRO position timeline

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

Goldstone Financial Group, LLC held 59,364 DGRO 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 59,364 shares
    Change vs previous 13F -814 shares

    0.41% of the 13F portfolio, value $4,499,194.

    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 60,178 shares
    Change vs previous 13F -2,661 shares

    0.46% of the 13F portfolio, value $4,223,279.

    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 62,839 shares
    Change vs previous 13F +3,002 shares

    0.49% of the 13F portfolio, value $4,362,253.

    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 59,837 shares
    Change vs previous 13F +11,030 shares

    0.48% of the 13F portfolio, value $4,073,682.

    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 48,807 shares
    Change vs previous 13F +3,734 shares

    0.42% of the 13F portfolio, value $3,183,205.

    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 45,073 shares
    Change vs previous 13F -1,030 shares

    0.42% of the 13F portfolio, value $2,784,588.

    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 46,103 shares
    Change vs previous 13F +3,476 shares

    0.44% of the 13F portfolio, value $2,827,940.

    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 42,627 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $2,672,263.

    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).