Managers / Q4 2024 · view latest →
Goldstone Financial Group, LLC
CIK 0002040021 · 18W140 BUTTERFIELD RD 16TH FLOOR, OAKBROOK TERRACE, IL, 60181 · 6306209300
Reported Value
$499M
Q4 2024
Positions
179
Filings on Record
13
2019–present window
Filed
Jan 15, 2025
original filing
Summary
Goldstone Financial Group, Llc reported $499M in U.S.-listed holdings across 179 positions for Q4 2024.
Compared with Q3 2024, the fund opened 11 new positions and exited 25.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2024
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $922M | 229 | Apr 24, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $898M | 219 | Feb 13, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $845M | 215 | Oct 17, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $757M | 206 | Jul 8, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $661M | 202 | Apr 16, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $499M | 179 | Jan 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $575M | 193 | Oct 28, 2024 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.