Skip to content
Disclosery

Lodestone Wealth Management LLC: APA position timeline

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

Lodestone Wealth Management LLC held 78,468 APA shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 78,468 shares
    Change vs previous 13F +3,185 shares

    0.9% of the 13F portfolio, value $2,555,691.

    13F-HR 0001950158-26-000004 filed by Lodestone Wealth 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/A 75,283 shares
    Change vs previous 13F -280 shares

    1.27% of the 13F portfolio, value $3,195,012.

    13F-HR/A 0001950158-26-000003 filed by Lodestone Wealth 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 75,563 shares
    Change vs previous 13F -538 shares

    0.75% of the 13F portfolio, value $1,848,268.

    13F-HR 0001950158-26-000001 filed by Lodestone Wealth 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 76,101 shares
    Change vs previous 13F -65 shares

    0.83% of the 13F portfolio, value $1,847,738.

    13F-HR 0001950158-25-000007 filed by Lodestone Wealth 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 76,166 shares
    Change vs previous 13F +1,251 shares

    0.68% of the 13F portfolio, value $1,393,083.

    13F-HR 0001754960-25-000570 filed by Lodestone Wealth 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 74,915 shares
    Change vs previous 13F +12,861 shares

    0.84% of the 13F portfolio, value $1,574,706.

    13F-HR 0001950158-25-000005 filed by Lodestone Wealth 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 62,054 shares
    Change vs previous 13F -2,623 shares

    0.72% of the 13F portfolio, value $1,432,829.

    13F-HR 0001950158-25-000001 filed by Lodestone Wealth 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 64,677 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $1,581,994.

    13F-HR 0001950158-24-000005 filed by Lodestone Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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