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Lodestone Wealth Management LLC: CGCP position timeline

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

Lodestone Wealth Management LLC held 523,933 CGCP 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 523,933 shares
    Change vs previous 13F +155,455 shares

    4.12% of the 13F portfolio, value $11,678,464.

    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 368,478 shares
    Change vs previous 13F +60,101 shares

    3.26% of the 13F portfolio, value $8,231,797.

    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 308,377 shares
    Change vs previous 13F +67,308 shares

    2.84% of the 13F portfolio, value $6,981,659.

    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 241,069 shares
    Change vs previous 13F +20,868 shares

    2.46% of the 13F portfolio, value $5,477,083.

    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 220,201 shares
    Change vs previous 13F -3,662 shares

    2.41% of the 13F portfolio, value $4,954,521.

    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 223,863 shares
    Change vs previous 13F +5,436 shares

    2.67% of the 13F portfolio, value $5,025,716.

    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 218,427 shares
    Change vs previous 13F +5,086 shares

    2.43% of the 13F portfolio, value $4,849,090.

    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 213,341 shares
    Change vs previous 13F not available

    2.47% of the 13F portfolio, value $4,932,453.

    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).