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Disclosery

Goldstone Financial Group, LLC: VTI position timeline

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

Goldstone Financial Group, LLC held 50,866 VTI 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 50,866 shares
    Change vs previous 13F -7,342 shares

    1.72% of the 13F portfolio, value $18,822,331.

    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 58,208 shares
    Change vs previous 13F -943 shares

    2.03% of the 13F portfolio, value $18,673,589.

    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 59,151 shares
    Change vs previous 13F +1,353 shares

    2.21% of the 13F portfolio, value $19,831,528.

    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 57,798 shares
    Change vs previous 13F +1,566 shares

    2.24% of the 13F portfolio, value $18,967,650.

    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 56,232 shares
    Change vs previous 13F -3,243 shares

    2.29% of the 13F portfolio, value $17,321,167.

    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 59,475 shares
    Change vs previous 13F +2,710 shares

    2.47% of the 13F portfolio, value $16,346,154.

    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 56,765 shares
    Change vs previous 13F +2,365 shares

    2.58% of the 13F portfolio, value $16,451,195.

    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 54,400 shares
    Change vs previous 13F not available

    2.68% of the 13F portfolio, value $15,403,816.

    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).