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Disclosery

Goldstone Financial Group, LLC: PDI position timeline

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

Goldstone Financial Group, LLC held 47,175 PDI 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 47,175 shares
    Change vs previous 13F -977 shares

    0.07% of the 13F portfolio, value $787,830.

    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 48,152 shares
    Change vs previous 13F -1,007 shares

    0.09% of the 13F portfolio, value $823,881.

    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 49,159 shares
    Change vs previous 13F +1,597 shares

    0.1% of the 13F portfolio, value $870,608.

    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 47,562 shares
    Change vs previous 13F +1,217 shares

    0.11% of the 13F portfolio, value $941,730.

    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 46,345 shares
    Change vs previous 13F +620 shares

    0.12% of the 13F portfolio, value $885,651.

    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 45,725 shares
    Change vs previous 13F -14,022 shares

    0.14% of the 13F portfolio, value $905,346.

    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 59,747 shares
    Change vs previous 13F +6,585 shares

    0.17% of the 13F portfolio, value $1,095,761.

    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 53,162 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,077,586.

    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).