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Disclosery

Goldstone Financial Group, LLC: SPYG position timeline

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

Goldstone Financial Group, LLC held 83,723 SPYG 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 83,723 shares
    Change vs previous 13F -4,261 shares

    0.91% of the 13F portfolio, value $9,962,254.

    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 87,984 shares
    Change vs previous 13F -58,331 shares

    0.93% of the 13F portfolio, value $8,614,523.

    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 146,315 shares
    Change vs previous 13F -3,096 shares

    1.74% of the 13F portfolio, value $15,611,811.

    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 149,411 shares
    Change vs previous 13F -9,749 shares

    1.85% of the 13F portfolio, value $15,614,941.

    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 159,160 shares
    Change vs previous 13F -974 shares

    2.02% of the 13F portfolio, value $15,290,483.

    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 160,134 shares
    Change vs previous 13F +623 shares

    1.95% of the 13F portfolio, value $12,869,947.

    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 159,511 shares
    Change vs previous 13F +21,945 shares

    2.2% of the 13F portfolio, value $14,021,009.

    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 137,566 shares
    Change vs previous 13F not available

    1.99% of the 13F portfolio, value $11,409,741.

    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).