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Disclosery

Goldstone Financial Group, LLC: SMLF position timeline

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

Goldstone Financial Group, LLC held 58,686 SMLF 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 58,686 shares
    Change vs previous 13F +31,553 shares

    0.48% of the 13F portfolio, value $5,231,293.

    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 27,133 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,048,246.

    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).