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Goldstone Financial Group, LLC: QQQ position timeline

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

Goldstone Financial Group, LLC held 67,648 QQQ 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 67,648 shares
    Change vs previous 13F -1,080 shares

    4.55% of the 13F portfolio, value $49,815,829.

    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 68,728 shares
    Change vs previous 13F +3,934 shares

    4.3% of the 13F portfolio, value $39,668,252.

    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 64,794 shares
    Change vs previous 13F +2,102 shares

    4.44% of the 13F portfolio, value $39,803,446.

    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 62,692 shares
    Change vs previous 13F +1,039 shares

    4.45% of the 13F portfolio, value $37,638,445.

    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 61,653 shares
    Change vs previous 13F +1,442 shares

    4.53% of the 13F portfolio, value $34,292,803.

    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 60,211 shares
    Change vs previous 13F +3,279 shares

    4.27% of the 13F portfolio, value $28,234,283.

    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 56,932 shares
    Change vs previous 13F +2,158 shares

    4.56% of the 13F portfolio, value $29,105,532.

    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 54,774 shares
    Change vs previous 13F not available

    4.65% of the 13F portfolio, value $26,733,490.

    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).