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Goldstone Financial Group, LLC: VIGI position timeline

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

Goldstone Financial Group, LLC held 106,460 VIGI 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 106,460 shares
    Change vs previous 13F -35,201 shares

    0.91% of the 13F portfolio, value $9,941,203.

    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 141,661 shares
    Change vs previous 13F -18,952 shares

    1.36% of the 13F portfolio, value $12,531,295.

    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 160,613 shares
    Change vs previous 13F +13,928 shares

    1.64% of the 13F portfolio, value $14,688,045.

    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 146,685 shares
    Change vs previous 13F +18,050 shares

    1.55% of the 13F portfolio, value $13,138,540.

    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 128,635 shares
    Change vs previous 13F +16,332 shares

    1.53% of the 13F portfolio, value $11,589,980.

    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 112,303 shares
    Change vs previous 13F +32,312 shares

    1.41% of the 13F portfolio, value $9,314,420.

    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 79,991 shares
    Change vs previous 13F +689 shares

    1% of the 13F portfolio, value $6,398,499.

    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 79,302 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $7,000,793.

    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).