Goldstone Financial Group, LLC: PII position timeline

Goldstone Financial Group, LLC held 6,605 PII 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 6,605 shares

   Change vs previous 13F -512 shares

   0.04% of the 13F portfolio, value $452,062.

   13F-HR 0002040021-26-000003 filed by Goldstone Financial Group, LLC
   Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 7,117 shares

   Change vs previous 13F -1,468 shares

   0.04% of the 13F portfolio, value $387,891.

   13F-HR 0002040021-26-000002 filed by Goldstone Financial Group, LLC
   Filed 2026-04-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 8,585 shares

   Change vs previous 13F +245 shares

   0.06% of the 13F portfolio, value $543,024.

   13F-HR 0002040021-26-000001 filed by Goldstone Financial Group, LLC
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 8,340 shares

   Change vs previous 13F -914 shares

   0.06% of the 13F portfolio, value $484,779.

   13F-HR 0002040021-25-000003 filed by Goldstone Financial Group, LLC
   Filed 2025-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 9,254 shares

   Change vs previous 13F not available

   0.06% of the 13F portfolio, value $429,756.

   13F-HR 0001213900-25-062010 filed by Goldstone Financial Group, LLC
   Filed 2025-07-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).