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Goldstone Financial Group, LLC: JQUA position timeline

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

Goldstone Financial Group, LLC held 556,388 JQUA 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 556,388 shares
    Change vs previous 13F -24,030 shares

    3.68% of the 13F portfolio, value $40,215,690.

    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 580,418 shares
    Change vs previous 13F +51,982 shares

    3.86% of the 13F portfolio, value $35,591,220.

    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 528,436 shares
    Change vs previous 13F +23,070 shares

    3.72% of the 13F portfolio, value $33,386,601.

    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 505,366 shares
    Change vs previous 13F +27,163 shares

    3.76% of the 13F portfolio, value $31,792,575.

    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 478,203 shares
    Change vs previous 13F +21,517 shares

    3.84% of the 13F portfolio, value $29,093,886.

    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 456,686 shares
    Change vs previous 13F +23,741 shares

    3.9% of the 13F portfolio, value $25,789,039.

    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 432,945 shares
    Change vs previous 13F +21,944 shares

    3.89% of the 13F portfolio, value $24,794,783.

    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 411,001 shares
    Change vs previous 13F not available

    4.05% of the 13F portfolio, value $23,250,309.

    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).