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Disclosery

Goldstone Financial Group, LLC: FDL position timeline

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

Goldstone Financial Group, LLC held 219,270 FDL 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 219,270 shares
    Change vs previous 13F -54,824 shares

    0.98% of the 13F portfolio, value $10,669,693.

    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 274,094 shares
    Change vs previous 13F -29,360 shares

    1.51% of the 13F portfolio, value $13,923,990.

    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 303,454 shares
    Change vs previous 13F +18,550 shares

    1.5% of the 13F portfolio, value $13,455,136.

    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 284,904 shares
    Change vs previous 13F +63,625 shares

    1.46% of the 13F portfolio, value $12,367,695.

    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 221,279 shares
    Change vs previous 13F +56,291 shares

    1.26% of the 13F portfolio, value $9,559,253.

    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 164,988 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $7,167,100.

    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).