Goldstone Financial Group, LLC
CIK
0002040021
City
Oakbrook Terrace
State / Country
IL
Holdings in PDO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $923,612 | 66,735 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $938,824 | 66,489 | Shares | Sole | 2025-10-17 |
| 2025-06-30 | $868,947 | 64,462 | Shares | Sole | 2025-07-08 |
| 2025-03-31 | $901,769 | 64,969 | Shares | Sole | 2025-04-16 |
| 2024-12-31 | $1,152,826 | 84,829 | Shares | Sole | 2025-01-15 |
| 2024-09-30 | $1,068,869 | 75,699 | Shares | Sole | 2024-10-28 |
| 2024-06-30 | $994,397 | 74,823 | Shares | Sole | 2025-01-15 |
| 2024-03-31 | $490,635 | 37,254 | Shares | Sole | 2025-01-15 |
| 2023-12-31 | $352,609 | 28,808 | Shares | Sole | 2025-01-15 |
| 2023-09-30 | $349,604 | 29,428 | Shares | Sole | 2025-01-15 |
| 2023-06-30 | $264,948 | 20,287 | Shares | Sole | 2025-01-15 |