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Disclosery

Goldstone Financial Group, LLC: IXUS position timeline

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

Goldstone Financial Group, LLC held 28,606 IXUS 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 28,606 shares
    Change vs previous 13F -955 shares

    0.25% of the 13F portfolio, value $2,730,146.

    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 29,561 shares
    Change vs previous 13F -39,160 shares

    0.28% of the 13F portfolio, value $2,561,164.

    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 68,721 shares
    Change vs previous 13F +10,424 shares

    0.65% of the 13F portfolio, value $5,816,564.

    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 58,297 shares
    Change vs previous 13F +5,879 shares

    0.57% of the 13F portfolio, value $4,814,134.

    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 52,418 shares
    Change vs previous 13F +19,083 shares

    0.54% of the 13F portfolio, value $4,077,617.

    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 33,335 shares
    Change vs previous 13F +3,288 shares

    0.35% of the 13F portfolio, value $2,327,146.

    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 30,047 shares
    Change vs previous 13F +5,563 shares

    0.31% of the 13F portfolio, value $1,987,337.

    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 24,484 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,778,244.

    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).