Goldstone Financial Group, LLC
Position in FPAG — FPA Global Equity ETF
CIK 2040021
OAKBROOK TERRACE, IL
Position in FPAG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$19,809,699
+$11,729,490 QoQ
Shares Held
493,466
+121.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
6.97%
of 13F equity value
Holder Rank
#2
of 15 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FPAG Over Time
Shares Held
Position Value (USD)
All Filings in FPAG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,809,699 | 493,466 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $8,080,209 | 222,718 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||