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Disclosery

Goldstone Financial Group, LLC: USHY position timeline

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

Goldstone Financial Group, LLC held 82,283 USHY 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 82,283 shares
    Change vs previous 13F -543 shares

    0.28% of the 13F portfolio, value $3,046,120.

    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 82,826 shares
    Change vs previous 13F -2,517 shares

    0.33% of the 13F portfolio, value $3,051,319.

    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 85,343 shares
    Change vs previous 13F +14,808 shares

    0.36% of the 13F portfolio, value $3,191,395.

    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 70,535 shares
    Change vs previous 13F +11,697 shares

    0.32% of the 13F portfolio, value $2,664,820.

    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 58,838 shares
    Change vs previous 13F -17,166 shares

    0.29% of the 13F portfolio, value $2,198,475.

    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 76,004 shares
    Change vs previous 13F +8,105 shares

    0.42% of the 13F portfolio, value $2,797,711.

    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 67,899 shares
    Change vs previous 13F +26,313 shares

    0.39% of the 13F portfolio, value $2,497,991.

    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 41,586 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,565,715.

    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).