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Disclosery

Goldstone Financial Group, LLC: SCHE position timeline

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

Goldstone Financial Group, LLC held 69,623 SCHE 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 69,623 shares
    Change vs previous 13F -5,508 shares

    0.23% of the 13F portfolio, value $2,524,520.

    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 75,131 shares
    Change vs previous 13F -3,511 shares

    0.27% of the 13F portfolio, value $2,475,566.

    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 78,642 shares
    Change vs previous 13F +17,438 shares

    0.29% of the 13F portfolio, value $2,575,534.

    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 61,204 shares
    Change vs previous 13F +15,386 shares

    0.24% of the 13F portfolio, value $2,042,383.

    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 45,818 shares
    Change vs previous 13F +6,951 shares

    0.18% of the 13F portfolio, value $1,396,079.

    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 38,867 shares
    Change vs previous 13F +15,404 shares

    0.16% of the 13F portfolio, value $1,071,576.

    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 23,463 shares
    Change vs previous 13F +14,315 shares

    0.1% of the 13F portfolio, value $624,832.

    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 9,148 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $266,952.

    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).