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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

  1. period ended2026-06-30
    13F 246,374 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 64,025 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 55,633 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 50,586 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 46,558 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 42,490 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 38,415 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 31,778 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).