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Disclosery

Goldstone Financial Group, LLC: VTV position timeline

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

Goldstone Financial Group, LLC held 180,069 VTV 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 180,069 shares
    Change vs previous 13F -12,475 shares

    3.59% of the 13F portfolio, value $39,242,437.

    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 192,544 shares
    Change vs previous 13F +11,859 shares

    4.1% of the 13F portfolio, value $37,777,124.

    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 180,685 shares
    Change vs previous 13F +8,246 shares

    3.85% of the 13F portfolio, value $34,509,082.

    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 172,439 shares
    Change vs previous 13F +9,949 shares

    3.8% of the 13F portfolio, value $32,158,081.

    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 162,490 shares
    Change vs previous 13F +11,313 shares

    3.86% of the 13F portfolio, value $29,188,129.

    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 151,177 shares
    Change vs previous 13F +39,928 shares

    3.95% of the 13F portfolio, value $26,114,295.

    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 111,249 shares
    Change vs previous 13F +10,015 shares

    2.95% of the 13F portfolio, value $18,834,385.

    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 101,234 shares
    Change vs previous 13F not available

    3.07% of the 13F portfolio, value $17,672,493.

    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).