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Lodestone Wealth Management LLC: CGMU position timeline

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

Lodestone Wealth Management LLC held 11,100 CGMU 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 11,100 shares
    Change vs previous 13F +96 shares

    0.1% of the 13F portfolio, value $287,939.

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

  2. period ended2026-06-30
    13F 11,004 shares
    Change vs previous 13F -949 shares

    0.11% of the 13F portfolio, value $302,276.

    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 11,953 shares
    Change vs previous 13F -691 shares

    0.13% of the 13F portfolio, value $324,513.

    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 12,644 shares
    Change vs previous 13F +108 shares

    0.14% of the 13F portfolio, value $346,183.

    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 12,536 shares
    Change vs previous 13F +1,147 shares

    0.15% of the 13F portfolio, value $342,106.

    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 11,389 shares
    Change vs previous 13F -41 shares

    0.15% of the 13F portfolio, value $303,982.

    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 11,430 shares
    Change vs previous 13F -407 shares

    0.16% of the 13F portfolio, value $306,547.

    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 11,837 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $318,650.

    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).