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LODESTAR PRIVATE ASSET MANAGEMENT LLC: IWD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LODESTAR PRIVATE ASSET MANAGEMENT LLC on IWD, newest first. How the timeline and the estimate are built.

LODESTAR PRIVATE ASSET MANAGEMENT LLC held 2,134 IWD shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,134 shares
    Change vs previous 13F -199 shares

    0.04% of the 13F portfolio, value $517,461.

    13F-HR 0001963040-26-000003 filed by LODESTAR PRIVATE ASSET MANAGEMENT LLC
    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 2,333 shares
    Change vs previous 13F -137 shares

    0.05% of the 13F portfolio, value $498,464.

    13F-HR 0001963040-26-000002 filed by LODESTAR PRIVATE ASSET MANAGEMENT LLC
    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 2,470 shares
    Change vs previous 13F -42 shares

    0.05% of the 13F portfolio, value $519,608.

    13F-HR 0001963040-26-000001 filed by LODESTAR PRIVATE ASSET MANAGEMENT LLC
    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 2,512 shares
    Change vs previous 13F +165 shares

    0.05% of the 13F portfolio, value $511,323.

    13F-HR 0001963040-25-000006 filed by LODESTAR PRIVATE ASSET MANAGEMENT LLC
    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 2,347 shares
    Change vs previous 13F -96 shares

    0.05% of the 13F portfolio, value $455,850.

    13F-HR 0001963040-25-000004 filed by LODESTAR PRIVATE ASSET MANAGEMENT LLC
    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 2,443 shares
    Change vs previous 13F +5 shares

    0.06% of the 13F portfolio, value $459,582.

    13F-HR 0001963040-25-000003 filed by LODESTAR PRIVATE ASSET MANAGEMENT LLC
    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 2,438 shares
    Change vs previous 13F +240 shares

    0.06% of the 13F portfolio, value $451,390.

    13F-HR 0001963040-25-000001 filed by LODESTAR PRIVATE ASSET MANAGEMENT LLC
    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 2,198 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $417,170.

    13F-HR 0001963040-24-000006 filed by LODESTAR PRIVATE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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