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Disclosery

Goldstone Financial Group, LLC: VYM position timeline

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

Goldstone Financial Group, LLC held 64,064 VYM 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 64,064 shares
    Change vs previous 13F -1,824 shares

    0.93% of the 13F portfolio, value $10,123,967.

    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 65,888 shares
    Change vs previous 13F -1,729 shares

    1.06% of the 13F portfolio, value $9,757,939.

    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 67,617 shares
    Change vs previous 13F +4,082 shares

    1.08% of the 13F portfolio, value $9,704,459.

    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 63,535 shares
    Change vs previous 13F +3,980 shares

    1.06% of the 13F portfolio, value $8,955,276.

    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 59,555 shares
    Change vs previous 13F +2,977 shares

    1.07% of the 13F portfolio, value $8,088,159.

    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 56,578 shares
    Change vs previous 13F +3,799 shares

    1.1% of the 13F portfolio, value $7,296,347.

    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 52,779 shares
    Change vs previous 13F +3,585 shares

    1.06% of the 13F portfolio, value $6,734,040.

    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 49,194 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $6,306,707.

    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).