Alphabet Inc.
CH ˙ SWX ˙ US02079K1079
SecurityCH:GOOG / Alphabet Inc.
InstitutionGoldstein Advisors, LLC
Latest Disclosed Ownership8,806 shares
Latest Disclosed Value $ 2,526,089
Goldstein Advisors, LLC reports 17.87% increase in ownership of GOOG / Alphabet Inc.

On April 28, 2026 - Goldstein Advisors, LLC filed a 13F-HR form disclosing ownership of 8,806 shares of Alphabet Inc. (CH:GOOG) valued at $2,526,089 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 7,471 shares of Alphabet Inc.. This represents a change in shares of 17.87% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-04-28 2026-03-31 13F ALPHABET CAP STK CL C 02079K107 8,806 1,335 17.87 2,526 7.76 0.2806
2026-02-10 2025-12-31 13F ALPHABET CAP STK CL C 02079K107 7,471 378 5.33 2,344 35.73 0.2671
2025-10-21 2025-09-30 13F ALPHABET CAP STK CL C 02079K107 7,093 -37 -0.52 1,728 36.63 0.2099
2025-07-29 2025-06-30 13F ALPHABET CAP STK CL C 02079K107 7,130 254 3.69 1,265 17.69 0.1699
2025-04-23 2025-03-31 13F ALPHABET CAP STK CL C 02079K107 6,876 353 5.41 1,074 -13.53 0.1570
2025-01-17 2024-12-31 13F ALPHABET CAP STK CL C 02079K107 6,523 18 0.28 1,242 14.26 0.1804
2024-10-24 2024-09-30 13F ALPHABET CAP STK CL C 02079K107 6,505 874 15.52 1,088 5.33 0.1653
2024-07-24 2024-06-30 13F ALPHABET CAP STK CL C 02079K107 5,631 -323 -5.42 1,033 13.91 0.1727
2024-05-13 2024-03-31 13F ALPHABET CAP STK CL C 02079K107 5,954 -259 -4.17 907 3.54 0.1548
2024-02-12 2023-12-31 13F ALPHABET CAP STK CL C 02079K107 6,213 -266 -4.11 876 2.46 0.1477
2023-10-18 2023-09-30 13F ALPHABET CAP STK CL C 02079K107 6,479 711 12.33 854 22.53 0.1783
2023-07-21 2023-06-30 13F ALPHABET CAP STK CL C 02079K107 5,768 -37 -0.64 698 15.59 0.1461
2023-05-09 2023-03-31 13F ALPHABET CAP STK CL C 02079K107 5,805 -365 -5.92 604 10.24 0.1327
2023-02-03 2022-12-31 13F ALPHABET CAP STK CL C 02079K107 6,170 6,170 547 0.1324
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.