Skip to content
Disclosery

Goldstone Financial Group, LLC: SRLN position timeline

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

Goldstone Financial Group, LLC held 255,058 SRLN 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 255,058 shares
    Change vs previous 13F -21,825 shares

    0.94% of the 13F portfolio, value $10,276,307.

    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 276,883 shares
    Change vs previous 13F -5,260 shares

    1.21% of the 13F portfolio, value $11,114,086.

    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 282,143 shares
    Change vs previous 13F +19,706 shares

    1.3% of the 13F portfolio, value $11,644,031.

    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 262,437 shares
    Change vs previous 13F +15,726 shares

    1.29% of the 13F portfolio, value $10,912,121.

    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 246,711 shares
    Change vs previous 13F -1,517 shares

    1.35% of the 13F portfolio, value $10,228,658.

    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 248,228 shares
    Change vs previous 13F +13,503 shares

    1.55% of the 13F portfolio, value $10,209,624.

    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 234,725 shares
    Change vs previous 13F +10,432 shares

    1.53% of the 13F portfolio, value $9,795,085.

    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 224,293 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $9,366,459.

    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).