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Disclosery

Goldstone Financial Group, LLC: PDO position timeline

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

Goldstone Financial Group, LLC held 62,742 PDO 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 62,742 shares
    Change vs previous 13F -1,868 shares

    0.08% of the 13F portfolio, value $829,449.

    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 64,610 shares
    Change vs previous 13F -2,125 shares

    0.09% of the 13F portfolio, value $835,404.

    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 66,735 shares
    Change vs previous 13F +246 shares

    0.1% of the 13F portfolio, value $923,618.

    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 66,489 shares
    Change vs previous 13F +2,027 shares

    0.11% of the 13F portfolio, value $938,830.

    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 64,462 shares
    Change vs previous 13F -507 shares

    0.11% of the 13F portfolio, value $869,587.

    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 64,969 shares
    Change vs previous 13F -19,860 shares

    0.14% of the 13F portfolio, value $901,769.

    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 84,829 shares
    Change vs previous 13F +9,130 shares

    0.18% of the 13F portfolio, value $1,152,821.

    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 75,699 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,068,876.

    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).