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Lodestone Wealth Management LLC: CGDV position timeline

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

Lodestone Wealth Management LLC held 131,187 CGDV 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 131,187 shares
    Change vs previous 13F +401 shares

    2.28% of the 13F portfolio, value $6,464,896.

    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 130,786 shares
    Change vs previous 13F +8,683 shares

    2.2% of the 13F portfolio, value $5,563,647.

    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 122,103 shares
    Change vs previous 13F -1,373 shares

    2.17% of the 13F portfolio, value $5,328,585.

    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 123,476 shares
    Change vs previous 13F +3,297 shares

    2.33% of the 13F portfolio, value $5,189,715.

    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 120,179 shares
    Change vs previous 13F +815 shares

    2.31% of the 13F portfolio, value $4,745,865.

    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 119,364 shares
    Change vs previous 13F +2,957 shares

    2.26% of the 13F portfolio, value $4,254,120.

    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 116,407 shares
    Change vs previous 13F +683 shares

    2.06% of the 13F portfolio, value $4,104,498.

    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 115,724 shares
    Change vs previous 13F not available

    2.11% of the 13F portfolio, value $4,216,974.

    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).