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Disclosery

Goldstone Financial Group, LLC: VPU position timeline

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

Goldstone Financial Group, LLC held 41,908 VPU 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 41,908 shares
    Change vs previous 13F -6,633 shares

    0.75% of the 13F portfolio, value $8,202,630.

    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 48,541 shares
    Change vs previous 13F -2,796 shares

    1.04% of the 13F portfolio, value $9,617,830.

    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 51,337 shares
    Change vs previous 13F +2,060 shares

    1.06% of the 13F portfolio, value $9,499,311.

    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 49,277 shares
    Change vs previous 13F +11,769 shares

    1.1% of the 13F portfolio, value $9,333,512.

    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 37,508 shares
    Change vs previous 13F +1,071 shares

    0.88% of the 13F portfolio, value $6,637,764.

    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 36,437 shares
    Change vs previous 13F +5,545 shares

    0.94% of the 13F portfolio, value $6,223,790.

    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 30,892 shares
    Change vs previous 13F +3,012 shares

    0.79% of the 13F portfolio, value $5,048,291.

    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 27,880 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $4,852,533.

    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).