Skip to content
Disclosery

Goldstone Financial Group, LLC: SCHD position timeline

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

Goldstone Financial Group, LLC held 177,799 SCHD 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 177,799 shares
    Change vs previous 13F -62,885 shares

    0.52% of the 13F portfolio, value $5,637,996.

    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 240,684 shares
    Change vs previous 13F -14,897 shares

    0.8% of the 13F portfolio, value $7,384,179.

    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 255,581 shares
    Change vs previous 13F +24,018 shares

    0.78% of the 13F portfolio, value $7,010,593.

    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 231,563 shares
    Change vs previous 13F +19,010 shares

    0.75% of the 13F portfolio, value $6,321,663.

    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 212,553 shares
    Change vs previous 13F +16,588 shares

    0.77% of the 13F portfolio, value $5,813,320.

    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 195,965 shares
    Change vs previous 13F -2,722 shares

    0.83% of the 13F portfolio, value $5,479,181.

    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 198,687 shares
    Change vs previous 13F +134,088 shares

    0.85% of the 13F portfolio, value $5,428,126.

    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 64,599 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $5,460,586.

    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).