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Disclosery

Goldstone Financial Group, LLC: UPS position timeline

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

Goldstone Financial Group, LLC held 8,430 UPS 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 8,430 shares
    Change vs previous 13F -37 shares

    0.08% of the 13F portfolio, value $906,178.

    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 8,467 shares
    Change vs previous 13F +1 shares

    0.09% of the 13F portfolio, value $833,030.

    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 8,466 shares
    Change vs previous 13F -2,384 shares

    0.09% of the 13F portfolio, value $839,779.

    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 10,850 shares
    Change vs previous 13F +2 shares

    0.11% of the 13F portfolio, value $906,272.

    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 10,848 shares
    Change vs previous 13F +1,194 shares

    0.15% of the 13F portfolio, value $1,129,581.

    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 9,654 shares
    Change vs previous 13F +1 shares

    0.16% of the 13F portfolio, value $1,061,800.

    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 9,653 shares
    Change vs previous 13F +25 shares

    0.19% of the 13F portfolio, value $1,217,199.

    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 9,628 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,312,619.

    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).