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Lodestone Wealth Management LLC: CGMS position timeline

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

Lodestone Wealth Management LLC held 139,378 CGMS 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 139,378 shares
    Change vs previous 13F +29,802 shares

    1.34% of the 13F portfolio, value $3,809,203.

    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 109,576 shares
    Change vs previous 13F +9,698 shares

    1.18% of the 13F portfolio, value $2,983,755.

    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 99,878 shares
    Change vs previous 13F +17,619 shares

    1.12% of the 13F portfolio, value $2,758,637.

    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 82,259 shares
    Change vs previous 13F +6,308 shares

    1.03% of the 13F portfolio, value $2,282,685.

    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 75,951 shares
    Change vs previous 13F +609 shares

    1.02% of the 13F portfolio, value $2,097,759.

    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 75,342 shares
    Change vs previous 13F +2,408 shares

    1.09% of the 13F portfolio, value $2,056,839.

    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 72,934 shares
    Change vs previous 13F +9,341 shares

    1% of the 13F portfolio, value $1,989,631.

    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 63,593 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $1,770,440.

    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).