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Lodestone Wealth Management LLC: CGSD position timeline

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

Lodestone Wealth Management LLC held 329,266 CGSD 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 329,266 shares
    Change vs previous 13F +71,991 shares

    2.99% of the 13F portfolio, value $8,472,017.

    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 257,275 shares
    Change vs previous 13F +22,099 shares

    2.63% of the 13F portfolio, value $6,635,115.

    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 235,176 shares
    Change vs previous 13F +50,146 shares

    2.49% of the 13F portfolio, value $6,116,921.

    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 185,030 shares
    Change vs previous 13F +16,376 shares

    2.16% of the 13F portfolio, value $4,807,073.

    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 168,654 shares
    Change vs previous 13F -4,406 shares

    2.13% of the 13F portfolio, value $4,374,030.

    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 173,060 shares
    Change vs previous 13F +1,245 shares

    2.38% of the 13F portfolio, value $4,466,690.

    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 171,815 shares
    Change vs previous 13F +3,674 shares

    2.21% of the 13F portfolio, value $4,405,344.

    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 168,141 shares
    Change vs previous 13F not available

    2.18% of the 13F portfolio, value $4,356,530.

    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).