Goldstone Financial Group, LLC: SHYG position timeline

Goldstone Financial Group, LLC held 0 SHYG shares at 2025-09-30 per its 13F-HR filed 2025-10-17.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -72,235 shares

   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).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 72,235 shares

   Change vs previous 13F +2,289 shares

   0.41% of the 13F portfolio, value $3,103,927.

   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).

3. period ended2025-03-31

   13F 69,946 shares

   Change vs previous 13F +3,386 shares

   0.45% of the 13F portfolio, value $2,974,123.

   13F-HR 0001213900-25-032437 filed by Goldstone Financial Group, LLC
   Filed 2025-04-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 66,560 shares

   Change vs previous 13F +6,351 shares

   0.44% of the 13F portfolio, value $2,836,112.

   13F-HR 0001213900-25-003507 filed by Goldstone Financial Group, LLC
   Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 60,209 shares

   Change vs previous 13F not available

   0.45% of the 13F portfolio, value $2,614,255.

   13F-HR 0001213900-24-090965 filed by Goldstone Financial Group, LLC
   Filed 2024-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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