LODESTAR PRIVATE ASSET MANAGEMENT LLC: PWZ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LODESTAR PRIVATE ASSET MANAGEMENT LLC on PWZ, newest first. How the timeline and the estimate are built.
LODESTAR PRIVATE ASSET MANAGEMENT LLC held 89,454 PWZ shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 89,454 sharesChange vs previous 13F +11,530 shares
0.19% of the 13F portfolio, value $2,192,522.
13F-HR 0001963040-26-000003 filed by LODESTAR PRIVATE ASSET MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 77,924 sharesChange vs previous 13F +8,549 shares
0.18% of the 13F portfolio, value $1,860,050.
13F-HR 0001963040-26-000002 filed by LODESTAR PRIVATE ASSET MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 69,375 sharesChange vs previous 13F +5,223 shares
0.17% of the 13F portfolio, value $1,676,104.
13F-HR 0001963040-26-000001 filed by LODESTAR PRIVATE ASSET MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 64,152 sharesChange vs previous 13F +1,351 shares
0.16% of the 13F portfolio, value $1,534,520.
13F-HR 0001963040-25-000006 filed by LODESTAR PRIVATE ASSET MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 62,801 sharesChange vs previous 13F -17,044 shares
0.17% of the 13F portfolio, value $1,465,772.
13F-HR 0001963040-25-000004 filed by LODESTAR PRIVATE ASSET MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 79,845 sharesChange vs previous 13F +19,180 shares
0.24% of the 13F portfolio, value $1,904,310.
13F-HR 0001963040-25-000003 filed by LODESTAR PRIVATE ASSET MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 60,665 sharesChange vs previous 13F +2,528 shares
0.19% of the 13F portfolio, value $1,498,428.
13F-HR 0001963040-25-000001 filed by LODESTAR PRIVATE ASSET MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 58,137 sharesChange vs previous 13F not available
0.19% of the 13F portfolio, value $1,458,076.
13F-HR 0001963040-24-000006 filed by LODESTAR PRIVATE ASSET MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).