Goldstone Financial Group, LLC: VB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Goldstone Financial Group, LLC on VB, newest first. How the timeline and the estimate are built.
Goldstone Financial Group, LLC held 34,639 VB shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 34,639 sharesChange vs previous 13F +18,428 shares
0.96% of the 13F portfolio, value $10,499,736.
13F-HR 0002040021-26-000003 filed by Goldstone Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 16,211 sharesChange vs previous 13F +16,211 shares
0.46% of the 13F portfolio, value $4,246,042.
13F-HR 0002040021-26-000002 filed by Goldstone Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 0 sharesChange vs previous 13F -1,145 shares
13F-HR 0002040021-26-000001 filed by Goldstone Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 1,145 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $291,230.
13F-HR 0002040021-25-000003 filed by Goldstone Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).