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Disclosery

Goldstone Financial Group, LLC: VOO position timeline

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

Goldstone Financial Group, LLC held 230,142 VOO 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 230,142 shares
    Change vs previous 13F +28,945 shares

    14.45% of the 13F portfolio, value $158,063,641.

    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 201,197 shares
    Change vs previous 13F +39,930 shares

    13.04% of the 13F portfolio, value $120,224,980.

    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 161,267 shares
    Change vs previous 13F +6,565 shares

    11.27% of the 13F portfolio, value $101,135,564.

    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 154,702 shares
    Change vs previous 13F +9,203 shares

    11.21% of the 13F portfolio, value $94,736,311.

    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 145,499 shares
    Change vs previous 13F +5,544 shares

    11.05% of the 13F portfolio, value $83,693,958.

    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 139,955 shares
    Change vs previous 13F +9,368 shares

    10.89% of the 13F portfolio, value $71,924,428.

    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 130,587 shares
    Change vs previous 13F +5,661 shares

    11.03% of the 13F portfolio, value $70,361,485.

    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 124,926 shares
    Change vs previous 13F not available

    11.47% of the 13F portfolio, value $65,919,805.

    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).