Goldstone Financial Group, LLC: VO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Goldstone Financial Group, LLC on VO, newest first. How the timeline and the estimate are built.
Goldstone Financial Group, LLC held 246,374 VO shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 246,374 sharesChange vs previous 13F +182,349 shares
1.81% of the 13F portfolio, value $19,850,364.
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 64,025 sharesChange vs previous 13F +8,392 shares
1.99% of the 13F portfolio, value $18,386,686.
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 55,633 sharesChange vs previous 13F +5,047 shares
1.8% of the 13F portfolio, value $16,145,716.
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).
- period ended2025-09-3013F 50,586 sharesChange vs previous 13F +4,028 shares
1.76% of the 13F portfolio, value $14,859,246.
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).
- period ended2025-06-3013F 46,558 sharesChange vs previous 13F +4,068 shares
1.74% of the 13F portfolio, value $13,205,206.
13F-HR 0001213900-25-062010 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 ended2025-03-3113F 42,490 sharesChange vs previous 13F +4,075 shares
1.66% of the 13F portfolio, value $10,988,705.
13F-HR 0001213900-25-032437 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 ended2024-12-3113F 38,415 sharesChange vs previous 13F +6,637 shares
1.59% of the 13F portfolio, value $10,146,458.
13F-HR 0001213900-25-003507 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 ended2024-09-3013F 31,778 sharesChange vs previous 13F not available
1.46% of the 13F portfolio, value $8,384,072.
13F-HR 0001213900-24-090965 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).