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Disclosery

Goldstone Financial Group, LLC: NWG position timeline

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

Goldstone Financial Group, LLC held 43,014 NWG 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 43,014 shares
    Change vs previous 13F -3,757 shares

    0.07% of the 13F portfolio, value $758,338.

    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 46,771 shares
    Change vs previous 13F -11,287 shares

    0.08% of the 13F portfolio, value $696,890.

    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 58,058 shares
    Change vs previous 13F +2,955 shares

    0.11% of the 13F portfolio, value $1,016,009.

    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 55,103 shares
    Change vs previous 13F +10,837 shares

    0.09% of the 13F portfolio, value $779,703.

    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 44,266 shares
    Change vs previous 13F +1,683 shares

    0.08% of the 13F portfolio, value $594,929.

    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 42,583 shares
    Change vs previous 13F -40 shares

    0.08% of the 13F portfolio, value $507,595.

    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 42,623 shares
    Change vs previous 13F +10,634 shares

    0.07% of the 13F portfolio, value $433,480.

    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 31,989 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $299,421.

    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).