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Goldstone Financial Group, LLC: IUSG position timeline

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

Goldstone Financial Group, LLC held 147,931 IUSG 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 147,931 shares
    Change vs previous 13F +12,426 shares

    2.54% of the 13F portfolio, value $27,824,370.

    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 135,505 shares
    Change vs previous 13F +22,035 shares

    2.28% of the 13F portfolio, value $21,018,218.

    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 113,470 shares
    Change vs previous 13F +5,292 shares

    2.12% of the 13F portfolio, value $19,056,092.

    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 108,178 shares
    Change vs previous 13F +4,186 shares

    2.11% of the 13F portfolio, value $17,799,587.

    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 103,992 shares
    Change vs previous 13F +1,168 shares

    2.08% of the 13F portfolio, value $15,778,639.

    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 102,824 shares
    Change vs previous 13F +7,350 shares

    1.98% of the 13F portfolio, value $13,066,911.

    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 95,474 shares
    Change vs previous 13F +3,904 shares

    2.08% of the 13F portfolio, value $13,304,264.

    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 91,570 shares
    Change vs previous 13F not available

    2.1% of the 13F portfolio, value $12,078,967.

    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).