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Disclosery

Goldstone Financial Group, LLC: IJR position timeline

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

Goldstone Financial Group, LLC held 11,675 IJR 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 11,675 shares
    Change vs previous 13F -278 shares

    0.16% of the 13F portfolio, value $1,731,575.

    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 11,953 shares
    Change vs previous 13F -11,197 shares

    0.16% of the 13F portfolio, value $1,485,881.

    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 23,150 shares
    Change vs previous 13F +2,178 shares

    0.31% of the 13F portfolio, value $2,782,172.

    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 20,972 shares
    Change vs previous 13F -5,090 shares

    0.29% of the 13F portfolio, value $2,492,048.

    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 26,062 shares
    Change vs previous 13F +2,376 shares

    0.39% of the 13F portfolio, value $2,947,059.

    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 23,686 shares
    Change vs previous 13F -32,643 shares

    0.37% of the 13F portfolio, value $2,476,886.

    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 56,329 shares
    Change vs previous 13F +11,722 shares

    1.02% of the 13F portfolio, value $6,490,180.

    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 44,607 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $5,217,243.

    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).