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Disclosery

Goldstone Financial Group, LLC: SPY position timeline

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

Goldstone Financial Group, LLC held 8,688 SPY 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 8,688 shares
    Change vs previous 13F +267 shares

    0.59% of the 13F portfolio, value $6,487,915.

    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 8,421 shares
    Change vs previous 13F -426 shares

    0.59% of the 13F portfolio, value $5,476,689.

    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 8,847 shares
    Change vs previous 13F +89 shares

    0.67% of the 13F portfolio, value $6,033,194.

    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 8,758 shares
    Change vs previous 13F +250 shares

    0.69% of the 13F portfolio, value $5,834,311.

    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 8,508 shares
    Change vs previous 13F +1,611 shares

    0.7% of the 13F portfolio, value $5,320,596.

    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 6,897 shares
    Change vs previous 13F -594 shares

    0.58% of the 13F portfolio, value $3,858,247.

    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 7,491 shares
    Change vs previous 13F +7 shares

    0.69% of the 13F portfolio, value $4,390,050.

    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 7,484 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $4,293,892.

    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).