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Disclosery

Goldstone Financial Group, LLC: JPM position timeline

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

Goldstone Financial Group, LLC held 19,997 JPM 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 19,997 shares
    Change vs previous 13F +331 shares

    0.6% of the 13F portfolio, value $6,545,589.

    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 19,666 shares
    Change vs previous 13F -685 shares

    0.63% of the 13F portfolio, value $5,784,873.

    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 20,351 shares
    Change vs previous 13F +605 shares

    0.73% of the 13F portfolio, value $6,557,616.

    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 19,746 shares
    Change vs previous 13F +124 shares

    0.74% of the 13F portfolio, value $6,228,576.

    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 19,622 shares
    Change vs previous 13F +735 shares

    0.77% of the 13F portfolio, value $5,808,157.

    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 18,887 shares
    Change vs previous 13F +680 shares

    0.7% of the 13F portfolio, value $4,633,043.

    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 18,207 shares
    Change vs previous 13F -435 shares

    0.68% of the 13F portfolio, value $4,364,369.

    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 18,642 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $3,930,815.

    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).