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Disclosery

Goldstone Financial Group, LLC: JBND position timeline

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

Goldstone Financial Group, LLC held 137,192 JBND 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 137,192 shares
    Change vs previous 13F -53,853 shares

    0.67% of the 13F portfolio, value $7,339,776.

    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 191,045 shares
    Change vs previous 13F -4,172 shares

    1.11% of the 13F portfolio, value $10,272,473.

    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 195,217 shares
    Change vs previous 13F +16,584 shares

    1.18% of the 13F portfolio, value $10,555,405.

    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 178,633 shares
    Change vs previous 13F +24,159 shares

    1.14% of the 13F portfolio, value $9,674,770.

    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 154,474 shares
    Change vs previous 13F -117,553 shares

    1.08% of the 13F portfolio, value $8,213,380.

    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 272,027 shares
    Change vs previous 13F +24,628 shares

    2.2% of the 13F portfolio, value $14,558,907.

    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 247,399 shares
    Change vs previous 13F not available

    2.03% of the 13F portfolio, value $12,926,602.

    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).