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Lodestone Wealth Management LLC: CGDG position timeline

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

Lodestone Wealth Management LLC held 14,057 CGDG 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 14,057 shares
    Change vs previous 13F +142 shares

    0.18% of the 13F portfolio, value $520,515.

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

  2. period ended2026-06-30
    13F 13,915 shares
    Change vs previous 13F -1,636 shares

    0.18% of the 13F portfolio, value $521,944.

    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 15,551 shares
    Change vs previous 13F +98 shares

    0.22% of the 13F portfolio, value $558,264.

    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 15,453 shares
    Change vs previous 13F +327 shares

    0.22% of the 13F portfolio, value $550,756.

    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 15,126 shares
    Change vs previous 13F +2,389 shares

    0.24% of the 13F portfolio, value $524,122.

    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 12,737 shares
    Change vs previous 13F +2,494 shares

    0.21% of the 13F portfolio, value $428,356.

    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 10,243 shares
    Change vs previous 13F +1,595 shares

    0.17% of the 13F portfolio, value $316,510.

    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 8,648 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $256,328.

    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).