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Disclosery

Goldstone Financial Group, LLC: IWC position timeline

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

Goldstone Financial Group, LLC held 0 IWC shares at 2026-03-31 per its 13F-HR filed 2026-04-24.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -4,276 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 4,276 shares
    Change vs previous 13F -13 shares

    0.08% of the 13F portfolio, value $674,325.

    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).

  3. period ended2025-09-30
    13F 4,289 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $639,447.

    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).