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Disclosery

Goldstone Financial Group, LLC: TTD position timeline

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

Goldstone Financial Group, LLC held 13,280 TTD 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 13,280 shares
    Change vs previous 13F +2,610 shares

    0.02% of the 13F portfolio, value $240,102.

    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 10,670 shares
    Change vs previous 13F +1,078 shares

    0.03% of the 13F portfolio, value $242,102.

    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 9,592 shares
    Change vs previous 13F +974 shares

    0.04% of the 13F portfolio, value $364,112.

    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 8,618 shares
    Change vs previous 13F +8,618 shares

    0.05% of the 13F portfolio, value $422,354.

    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 ended2025-03-31
    13F 0 shares
    Change vs previous 13F -2,068 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-12-31
    13F 2,068 shares
    Change vs previous 13F -278 shares

    0.04% of the 13F portfolio, value $243,052.

    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).

  7. period ended2024-09-30
    13F 2,346 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $257,239.

    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).