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Disclosery

Lodestone Wealth Management LLC: BILZ position timeline

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

Lodestone Wealth Management LLC held 2,224 BILZ 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 2,224 shares
    Change vs previous 13F -667 shares

    0.08% of the 13F portfolio, value $224,457.

    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 2,891 shares
    Change vs previous 13F -340 shares

    0.12% of the 13F portfolio, value $291,876.

    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 3,231 shares
    Change vs previous 13F -852 shares

    0.13% of the 13F portfolio, value $325,561.

    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 4,083 shares
    Change vs previous 13F -713 shares

    0.19% of the 13F portfolio, value $413,207.

    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 4,796 shares
    Change vs previous 13F -397 shares

    0.24% of the 13F portfolio, value $485,356.

    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 5,193 shares
    Change vs previous 13F +91 shares

    0.28% of the 13F portfolio, value $525,569.

    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 5,102 shares
    Change vs previous 13F -434 shares

    0.26% of the 13F portfolio, value $514,358.

    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 5,536 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $560,346.

    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).