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Disclosery

Goldstone Financial Group, LLC: JEPQ position timeline

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

Goldstone Financial Group, LLC held 46,081 JEPQ 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 46,081 shares
    Change vs previous 13F +303 shares

    0.26% of the 13F portfolio, value $2,832,129.

    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 45,778 shares
    Change vs previous 13F -309 shares

    0.28% of the 13F portfolio, value $2,541,590.

    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 46,087 shares
    Change vs previous 13F +3,028 shares

    0.3% of the 13F portfolio, value $2,678,587.

    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 43,059 shares
    Change vs previous 13F -3,271 shares

    0.29% of the 13F portfolio, value $2,476,772.

    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 46,330 shares
    Change vs previous 13F +1,460 shares

    0.33% of the 13F portfolio, value $2,509,237.

    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 44,870 shares
    Change vs previous 13F -4,930 shares

    0.35% of the 13F portfolio, value $2,323,352.

    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 49,800 shares
    Change vs previous 13F +15,292 shares

    0.44% of the 13F portfolio, value $2,807,697.

    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 34,508 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,895,541.

    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).