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Disclosery

Goldstone Financial Group, LLC: SPYV position timeline

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

Goldstone Financial Group, LLC held 127,395 SPYV 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 127,395 shares
    Change vs previous 13F -4,662 shares

    0.71% of the 13F portfolio, value $7,744,366.

    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 132,057 shares
    Change vs previous 13F -73,494 shares

    0.81% of the 13F portfolio, value $7,471,806.

    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 205,551 shares
    Change vs previous 13F -996 shares

    1.3% of the 13F portfolio, value $11,677,359.

    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 206,547 shares
    Change vs previous 13F -9,048 shares

    1.35% of the 13F portfolio, value $11,428,242.

    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 215,595 shares
    Change vs previous 13F +9,687 shares

    1.52% of the 13F portfolio, value $11,471,788.

    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 205,908 shares
    Change vs previous 13F +6,947 shares

    1.59% of the 13F portfolio, value $10,515,701.

    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 198,961 shares
    Change vs previous 13F +34,907 shares

    1.59% of the 13F portfolio, value $10,174,863.

    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 164,054 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $8,671,875.

    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).