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Disclosery

Activest Wealth Management: LOMA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Activest Wealth Management on LOMA, newest first. How the timeline and the estimate are built.

Activest Wealth Management held 57,688 LOMA shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,688 shares
    Change vs previous 13F -31,872 shares

    0.13% of the 13F portfolio, value $660,524.

    13F-HR 0001883134-26-000003 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 89,560 shares
    Change vs previous 13F -47,117 shares

    0.17% of the 13F portfolio, value $993,218.

    13F-HR 0001883134-26-000002 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 136,677 shares
    Change vs previous 13F -12,295 shares

    0.33% of the 13F portfolio, value $1,769,964.

    13F-HR 0001883134-26-000001 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 148,972 shares
    Change vs previous 13F -9,890 shares

    0.22% of the 13F portfolio, value $1,097,922.

    13F-HR 0001883134-25-000008 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 158,862 shares
    Change vs previous 13F -10,676 shares

    0.42% of the 13F portfolio, value $1,742,713.

    13F-HR 0001883134-25-000005 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 169,538 shares
    Change vs previous 13F +1,563 shares

    0.5% of the 13F portfolio, value $1,863,220.

    13F-HR 0001883134-25-000004 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 167,975 shares
    Change vs previous 13F +166,017 shares

    0.56% of the 13F portfolio, value $2,005,618.

    13F-HR 0001883134-25-000001 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,958 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $15,778.

    13F-HR 0001879757-24-000010 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).