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Disclosery

Goldstone Financial Group, LLC: JEPI position timeline

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

Goldstone Financial Group, LLC held 48,733 JEPI 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 48,733 shares
    Change vs previous 13F -1,137 shares

    0.25% of the 13F portfolio, value $2,752,417.

    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 49,870 shares
    Change vs previous 13F -952 shares

    0.31% of the 13F portfolio, value $2,826,618.

    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 50,822 shares
    Change vs previous 13F +2,923 shares

    0.32% of the 13F portfolio, value $2,909,044.

    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 47,899 shares
    Change vs previous 13F -16,752 shares

    0.32% of the 13F portfolio, value $2,735,012.

    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 64,651 shares
    Change vs previous 13F +3,288 shares

    0.49% of the 13F portfolio, value $3,682,493.

    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 61,363 shares
    Change vs previous 13F -7,025 shares

    0.53% of the 13F portfolio, value $3,506,254.

    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 68,388 shares
    Change vs previous 13F +4,338 shares

    0.62% of the 13F portfolio, value $3,934,355.

    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 64,050 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $3,811,645.

    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).