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Lodestone Wealth Management LLC: BSV position timeline

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

Lodestone Wealth Management LLC held 45,113 BSV 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 45,113 shares
    Change vs previous 13F +221 shares

    1.24% of the 13F portfolio, value $3,514,735.

    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 44,892 shares
    Change vs previous 13F +2,058 shares

    1.39% of the 13F portfolio, value $3,519,971.

    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 42,834 shares
    Change vs previous 13F +294 shares

    1.37% of the 13F portfolio, value $3,375,741.

    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 42,540 shares
    Change vs previous 13F +1,906 shares

    1.51% of the 13F portfolio, value $3,356,824.

    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 40,634 shares
    Change vs previous 13F -1,290 shares

    1.56% of the 13F portfolio, value $3,197,858.

    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 41,924 shares
    Change vs previous 13F +408 shares

    1.75% of the 13F portfolio, value $3,281,829.

    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 41,516 shares
    Change vs previous 13F +129 shares

    1.61% of the 13F portfolio, value $3,207,913.

    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 41,387 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $3,256,709.

    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).