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Disclosery

Goldstone Financial Group, LLC: FBND position timeline

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

Goldstone Financial Group, LLC held 409,076 FBND 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 409,076 shares
    Change vs previous 13F +81,731 shares

    1.7% of the 13F portfolio, value $18,608,863.

    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 327,345 shares
    Change vs previous 13F +50,642 shares

    1.62% of the 13F portfolio, value $14,933,483.

    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 276,703 shares
    Change vs previous 13F +13,222 shares

    1.42% of the 13F portfolio, value $12,739,397.

    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 263,481 shares
    Change vs previous 13F +23,415 shares

    1.44% of the 13F portfolio, value $12,183,367.

    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 240,066 shares
    Change vs previous 13F -44,597 shares

    1.45% of the 13F portfolio, value $10,954,219.

    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 284,663 shares
    Change vs previous 13F +13,677 shares

    1.97% of the 13F portfolio, value $12,994,849.

    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 270,986 shares
    Change vs previous 13F +11,707 shares

    1.91% of the 13F portfolio, value $12,159,130.

    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 259,279 shares
    Change vs previous 13F not available

    2.11% of the 13F portfolio, value $12,118,718.

    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).