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Disclosery

Goldstone Financial Group, LLC: IWR position timeline

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

Goldstone Financial Group, LLC held 56,396 IWR 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 56,396 shares
    Change vs previous 13F -2,355 shares

    0.57% of the 13F portfolio, value $6,221,606.

    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 58,751 shares
    Change vs previous 13F -35,451 shares

    0.62% of the 13F portfolio, value $5,712,314.

    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 94,202 shares
    Change vs previous 13F +660 shares

    1.01% of the 13F portfolio, value $9,068,783.

    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 93,542 shares
    Change vs previous 13F +2,558 shares

    1.07% of the 13F portfolio, value $9,031,502.

    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 90,984 shares
    Change vs previous 13F -1,066 shares

    1.13% of the 13F portfolio, value $8,526,976.

    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 92,050 shares
    Change vs previous 13F -6,046 shares

    1.19% of the 13F portfolio, value $7,830,652.

    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 98,096 shares
    Change vs previous 13F +16,581 shares

    1.36% of the 13F portfolio, value $8,671,712.

    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 81,515 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $7,184,713.

    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).