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Disclosery

Goldstone Financial Group, LLC: IDVO position timeline

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

Goldstone Financial Group, LLC held 19,256 IDVO 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 19,256 shares
    Change vs previous 13F -1,269 shares

    0.07% of the 13F portfolio, value $808,766.

    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 20,525 shares
    Change vs previous 13F -1,190 shares

    0.09% of the 13F portfolio, value $830,646.

    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 21,715 shares
    Change vs previous 13F -496 shares

    0.09% of the 13F portfolio, value $832,789.

    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 22,211 shares
    Change vs previous 13F +229 shares

    0.1% of the 13F portfolio, value $828,257.

    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 21,982 shares
    Change vs previous 13F -377 shares

    0.1% of the 13F portfolio, value $756,840.

    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 22,359 shares
    Change vs previous 13F -1,334 shares

    0.11% of the 13F portfolio, value $703,204.

    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 23,693 shares
    Change vs previous 13F +2,972 shares

    0.11% of the 13F portfolio, value $706,990.

    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 20,721 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $637,783.

    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).