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Goldstone Financial Group, LLC: OGIG position timeline

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

Goldstone Financial Group, LLC held 0 OGIG shares at 2026-03-31 per its 13F-HR filed 2026-04-24.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -4,979 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 4,979 shares
    Change vs previous 13F -4,183 shares

    0.03% of the 13F portfolio, value $261,757.

    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).

  3. period ended2025-09-30
    13F 9,162 shares
    Change vs previous 13F +33 shares

    0.06% of the 13F portfolio, value $526,449.

    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).

  4. period ended2025-06-30
    13F 9,129 shares
    Change vs previous 13F -661 shares

    0.06% of the 13F portfolio, value $489,953.

    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).

  5. period ended2025-03-31
    13F 9,790 shares
    Change vs previous 13F +364 shares

    0.06% of the 13F portfolio, value $426,697.

    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).

  6. period ended2024-12-31
    13F 9,426 shares
    Change vs previous 13F -1,718 shares

    0.07% of the 13F portfolio, value $433,502.

    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).

  7. period ended2024-09-30
    13F 11,144 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $465,819.

    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).