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Goldstone Financial Group, LLC: NUGO position timeline

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

Goldstone Financial Group, LLC held 47,499 NUGO 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 47,499 shares
    Change vs previous 13F -3,993 shares

    0.19% of the 13F portfolio, value $2,054,807.

    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 51,492 shares
    Change vs previous 13F -1,935 shares

    0.2% of the 13F portfolio, value $1,852,167.

    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 53,427 shares
    Change vs previous 13F +12,273 shares

    0.24% of the 13F portfolio, value $2,124,258.

    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 41,154 shares
    Change vs previous 13F +11,039 shares

    0.19% of the 13F portfolio, value $1,617,764.

    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 30,115 shares
    Change vs previous 13F -1,483 shares

    0.14% of the 13F portfolio, value $1,094,078.

    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 31,598 shares
    Change vs previous 13F +11,954 shares

    0.15% of the 13F portfolio, value $965,003.

    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 19,644 shares
    Change vs previous 13F +13,413 shares

    0.11% of the 13F portfolio, value $679,682.

    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 6,231 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $202,071.

    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).