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Disclosery

Goldstone Financial Group, LLC: JCPB position timeline

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

Goldstone Financial Group, LLC held 26,709 JCPB 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 26,709 shares
    Change vs previous 13F -221 shares

    0.11% of the 13F portfolio, value $1,253,715.

    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 26,930 shares
    Change vs previous 13F -2,185 shares

    0.14% of the 13F portfolio, value $1,267,842.

    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 29,115 shares
    Change vs previous 13F -1,619 shares

    0.15% of the 13F portfolio, value $1,378,605.

    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 30,734 shares
    Change vs previous 13F -755 shares

    0.17% of the 13F portfolio, value $1,461,409.

    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 31,489 shares
    Change vs previous 13F -46,033 shares

    0.19% of the 13F portfolio, value $1,469,580.

    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 77,522 shares
    Change vs previous 13F +965 shares

    0.55% of the 13F portfolio, value $3,646,654.

    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 76,557 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $3,526,976.

    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).