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Disclosery

Goldstone Financial Group, LLC: ISTB position timeline

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

Goldstone Financial Group, LLC held 37,158 ISTB 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 37,158 shares
    Change vs previous 13F -800 shares

    0.16% of the 13F portfolio, value $1,792,858.

    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 37,958 shares
    Change vs previous 13F -445 shares

    0.2% of the 13F portfolio, value $1,839,447.

    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 38,403 shares
    Change vs previous 13F +321 shares

    0.21% of the 13F portfolio, value $1,872,163.

    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 38,082 shares
    Change vs previous 13F -5,463 shares

    0.22% of the 13F portfolio, value $1,859,916.

    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 43,545 shares
    Change vs previous 13F -17,749 shares

    0.28% of the 13F portfolio, value $2,106,701.

    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 61,294 shares
    Change vs previous 13F +2,343 shares

    0.45% of the 13F portfolio, value $2,963,578.

    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 58,951 shares
    Change vs previous 13F +2,916 shares

    0.44% of the 13F portfolio, value $2,816,099.

    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 56,035 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $2,727,787.

    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).