Lodestone Wealth Management LLC: CEG position timeline

Lodestone Wealth Management LLC held 1,473 CEG 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 1,473 shares

   Change vs previous 13F +547 shares

   0.13% of the 13F portfolio, value $365,849.

   13F-HR 0001950158-26-000004 filed by Lodestone Wealth Management LLC
   Filed 2026-07-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F/A 926 shares

   Change vs previous 13F +315 shares

   0.1% of the 13F portfolio, value $258,586.

   13F-HR/A 0001950158-26-000003 filed by Lodestone Wealth Management LLC
   Filed 2026-05-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 611 shares

   Change vs previous 13F -87 shares

   0.09% of the 13F portfolio, value $215,848.

   13F-HR 0001950158-26-000001 filed by Lodestone Wealth Management LLC
   Filed 2026-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 698 shares

   Change vs previous 13F +37 shares

   0.1% of the 13F portfolio, value $229,691.

   13F-HR 0001950158-25-000007 filed by Lodestone Wealth Management LLC
   Filed 2025-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 661 shares

   Change vs previous 13F not available

   0.1% of the 13F portfolio, value $213,344.

   13F-HR 0001754960-25-000570 filed by Lodestone Wealth Management LLC
   Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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