Skip to content
Disclosery

Goldstone Financial Group, LLC: PCEF position timeline

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

Goldstone Financial Group, LLC held 51,486 PCEF 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 51,486 shares
    Change vs previous 13F -5,032 shares

    0.1% of the 13F portfolio, value $1,045,678.

    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 56,518 shares
    Change vs previous 13F +4,410 shares

    0.12% of the 13F portfolio, value $1,063,677.

    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 52,108 shares
    Change vs previous 13F -763 shares

    0.12% of the 13F portfolio, value $1,035,902.

    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 52,871 shares
    Change vs previous 13F -533 shares

    0.12% of the 13F portfolio, value $1,055,829.

    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 53,404 shares
    Change vs previous 13F -918 shares

    0.14% of the 13F portfolio, value $1,053,659.

    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 54,322 shares
    Change vs previous 13F -11,800 shares

    0.15% of the 13F portfolio, value $1,023,965.

    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 66,122 shares
    Change vs previous 13F +5,092 shares

    0.2% of the 13F portfolio, value $1,266,898.

    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 61,030 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,202,908.

    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).