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Goldstone Financial Group, LLC: FNDA position timeline

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

Goldstone Financial Group, LLC held 359,618 FNDA 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 359,618 shares
    Change vs previous 13F -83,149 shares

    1.25% of the 13F portfolio, value $13,687,063.

    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 442,767 shares
    Change vs previous 13F -59,703 shares

    1.56% of the 13F portfolio, value $14,358,922.

    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 502,470 shares
    Change vs previous 13F +17,324 shares

    1.76% of the 13F portfolio, value $15,832,844.

    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 485,146 shares
    Change vs previous 13F +18,086 shares

    1.79% of the 13F portfolio, value $15,117,144.

    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 467,060 shares
    Change vs previous 13F +24,649 shares

    1.84% of the 13F portfolio, value $13,904,387.

    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 442,411 shares
    Change vs previous 13F +22,880 shares

    1.83% of the 13F portfolio, value $12,117,633.

    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 419,531 shares
    Change vs previous 13F +233,370 shares

    1.95% of the 13F portfolio, value $12,460,073.

    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 186,161 shares
    Change vs previous 13F not available

    1.93% of the 13F portfolio, value $11,089,594.

    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).