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Disclosery

Goldstone Financial Group, LLC: IWM position timeline

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

Goldstone Financial Group, LLC held 13,317 IWM 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 13,317 shares
    Change vs previous 13F -736 shares

    0.37% of the 13F portfolio, value $4,001,203.

    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 14,053 shares
    Change vs previous 13F -10,041 shares

    0.38% of the 13F portfolio, value $3,485,188.

    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 24,094 shares
    Change vs previous 13F -557 shares

    0.66% of the 13F portfolio, value $5,930,979.

    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 24,651 shares
    Change vs previous 13F +50 shares

    0.71% of the 13F portfolio, value $5,964,571.

    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 24,601 shares
    Change vs previous 13F -1,127 shares

    0.72% of the 13F portfolio, value $5,488,004.

    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 25,728 shares
    Change vs previous 13F -20,955 shares

    0.78% of the 13F portfolio, value $5,132,534.

    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 46,683 shares
    Change vs previous 13F +7,912 shares

    1.62% of the 13F portfolio, value $10,315,044.

    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 38,771 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $8,564,231.

    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).