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Lodestone Wealth Management LLC: CGBL position timeline

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

Lodestone Wealth Management LLC held 13,390 CGBL shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 13,390 shares
    Change vs previous 13F -756 shares

    0.17% of the 13F portfolio, value $492,078.

    13F-HR 0001950158-26-000006 filed by Lodestone Wealth Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 14,146 shares
    Change vs previous 13F -80 shares

    0.19% of the 13F portfolio, value $536,975.

    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).

  3. period ended2026-03-31
    13F/A 14,226 shares
    Change vs previous 13F -213 shares

    0.19% of the 13F portfolio, value $489,508.

    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).

  4. period ended2025-12-31
    13F 14,439 shares
    Change vs previous 13F +2,006 shares

    0.21% of the 13F portfolio, value $510,123.

    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).

  5. period ended2025-09-30
    13F 12,433 shares
    Change vs previous 13F -494 shares

    0.19% of the 13F portfolio, value $431,674.

    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).

  6. period ended2025-06-30
    13F 12,927 shares
    Change vs previous 13F +41 shares

    0.21% of the 13F portfolio, value $432,293.

    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).

  7. period ended2025-03-31
    13F 12,886 shares
    Change vs previous 13F +3,028 shares

    0.21% of the 13F portfolio, value $399,211.

    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).

  8. period ended2024-12-31
    13F 9,858 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $308,263.

    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).