Goldstone Financial Group, LLC SEC EDGAR Filings (CIK 0002040021)

SEC EDGAR filings, ownership reports, and insider transactions for Goldstone Financial Group, LLC.

Business address
18 W140 Butterfield Rd 16 Th Floor, Oakbrook Terrace, IL, 60181
Top securities (13F)
VOO, QQQ, BUFR, VTV, JQUA, JPIB, IVV, VTI, IUSG, VO, FNDA, SPYG, FSMD, VIGI, SPLB, VEA, MOAT, CLOA, FDL, and AAPL
State of incorporation
IL
Fiscal year end
31 December
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Goldstone Financial Group, LLC has filed 12 SEC EDGAR filings since 28 Oct 2024

Latest Filings

Recent SEC filings for Goldstone Financial Group, LLC including 13F-HR, N-PX.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Oct 2025 30 Sep 2025 028-24406
N-PX Open N-PX document View SEC filing for N-PX 08 Jul 2025 30 Jun 2025 028-24406
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Jul 2025 30 Jun 2025 028-24406
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Apr 2025 31 Mar 2025 028-24406
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Jan 2025 30 Jun 2024 028-24406
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Jan 2025 31 Mar 2024 028-24406
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Jan 2025 31 Dec 2023 028-24406
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Jan 2025 30 Sep 2023 028-24406
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Jan 2025 30 Jun 2023 028-24406
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Jan 2025 31 Mar 2023 028-24406
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Jan 2025 31 Dec 2024 028-24406
13F-HR Open 13F-HR document View SEC filing for 13F-HR 28 Oct 2024 30 Sep 2024 028-24406

About this filer

Goldstone Financial Group, LLC files with the SEC under CIK 0002040021. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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