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Lodestone Wealth Management LLC: CGCB position timeline

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

Lodestone Wealth Management LLC held 83,217 CGCB 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 83,217 shares
    Change vs previous 13F -7,893 shares

    0.77% of the 13F portfolio, value $2,178,619.

    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 91,110 shares
    Change vs previous 13F +495 shares

    0.95% of the 13F portfolio, value $2,392,556.

    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 90,615 shares
    Change vs previous 13F +2,180 shares

    0.98% of the 13F portfolio, value $2,403,099.

    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 88,435 shares
    Change vs previous 13F +1,362 shares

    1.06% of the 13F portfolio, value $2,350,596.

    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 87,073 shares
    Change vs previous 13F -425 shares

    1.11% of the 13F portfolio, value $2,290,014.

    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 87,498 shares
    Change vs previous 13F +7,883 shares

    1.22% of the 13F portfolio, value $2,299,445.

    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 79,615 shares
    Change vs previous 13F +15,117 shares

    1.03% of the 13F portfolio, value $2,053,268.

    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 64,498 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $1,738,234.

    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).