Goldstein Advisors, LLC

SEC CIK: 0001963807
Latest filing: Jul 20, 2026

SEC filings (opens in a new tab)

BMO holding history

Bank of Montreal in every 13F filed by Goldstein Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BMO overview All 13F holders of BMO Full Q2 2026 holdings

Shares (Q2 2026): 1,348
Value: $238.2K
% of portfolio: <0.1%
Quarters held: 2; Since Q3 2023

Holdings of BMO by Goldstein Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,348	$238.2K	<0.1%	+1,348	New	Holders
Q4 2023	0	$0	0.0%	−5,289−100.0%	Sold out	Holders
Q3 2023	5,289	$446.2K	0.1%	+5,289	New	Holders