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Lodestone Wealth Management LLC: CGNG position timeline

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

Lodestone Wealth Management LLC held 28,494 CGNG 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 28,494 shares
    Change vs previous 13F -6,777 shares

    0.38% of the 13F portfolio, value $1,067,367.

    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 35,271 shares
    Change vs previous 13F +14,596 shares

    0.44% of the 13F portfolio, value $1,113,512.

    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 20,675 shares
    Change vs previous 13F +6,430 shares

    0.27% of the 13F portfolio, value $660,160.

    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 14,245 shares
    Change vs previous 13F +1,731 shares

    0.2% of the 13F portfolio, value $440,185.

    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 12,514 shares
    Change vs previous 13F +2,348 shares

    0.18% of the 13F portfolio, value $360,519.

    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 10,166 shares
    Change vs previous 13F +460 shares

    0.14% of the 13F portfolio, value $255,769.

    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 9,706 shares
    Change vs previous 13F +445 shares

    0.12% of the 13F portfolio, value $240,410.

    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 9,261 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $245,231.

    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).