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Disclosery

Goldstone Financial Group, LLC: O position timeline

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

Goldstone Financial Group, LLC held 18,236 O 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 18,236 shares
    Change vs previous 13F +656 shares

    0.1% of the 13F portfolio, value $1,129,883.

    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 17,580 shares
    Change vs previous 13F -1,891 shares

    0.12% of the 13F portfolio, value $1,075,524.

    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 19,471 shares
    Change vs previous 13F +1,586 shares

    0.12% of the 13F portfolio, value $1,097,595.

    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 17,885 shares
    Change vs previous 13F +3,992 shares

    0.13% of the 13F portfolio, value $1,087,243.

    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 13,893 shares
    Change vs previous 13F +10,158 shares

    0.11% of the 13F portfolio, value $801,328.

    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 3,735 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $216,667.

    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).