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Disclosery

Goldstone Financial Group, LLC: SDIV position timeline

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

Goldstone Financial Group, LLC held 39,790 SDIV 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 39,790 shares
    Change vs previous 13F -798 shares

    0.09% of the 13F portfolio, value $972,458.

    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 40,588 shares
    Change vs previous 13F -2,017 shares

    0.11% of the 13F portfolio, value $1,025,245.

    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 42,605 shares
    Change vs previous 13F -689 shares

    0.11% of the 13F portfolio, value $1,023,808.

    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 43,294 shares
    Change vs previous 13F -1,157 shares

    0.12% of the 13F portfolio, value $1,038,196.

    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 44,451 shares
    Change vs previous 13F -606 shares

    0.13% of the 13F portfolio, value $1,016,590.

    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 45,057 shares
    Change vs previous 13F -3,960 shares

    0.14% of the 13F portfolio, value $944,850.

    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 49,017 shares
    Change vs previous 13F +6,139 shares

    0.16% of the 13F portfolio, value $1,010,736.

    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 42,878 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,009,349.

    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).