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Goldenstone Wealth Management LLCGrowthConcentrated trader

CIK: 0002109094 | EL DORADO HILLS, CA

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR81$159.3M2026-11-04SEC ↗
Q2 2026
13F-HR76$152.9M2026-08-05SEC ↗
Q1 2026
13F-HR89$137.5M2026-05-08SEC ↗
Q4 2025
13F-HR84$133.7M2026-02-06SEC ↗