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Lodestone Wealth Management LLC: CGUS position timeline

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

Lodestone Wealth Management LLC held 65,479 CGUS 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 65,479 shares
    Change vs previous 13F +1,666 shares

    1.03% of the 13F portfolio, value $2,912,497.

    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 63,813 shares
    Change vs previous 13F +3,026 shares

    0.97% of the 13F portfolio, value $2,451,714.

    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 60,787 shares
    Change vs previous 13F -1,320 shares

    1% of the 13F portfolio, value $2,445,480.

    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 62,107 shares
    Change vs previous 13F +1,549 shares

    1.1% of the 13F portfolio, value $2,455,698.

    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 60,558 shares
    Change vs previous 13F +191 shares

    1.09% of the 13F portfolio, value $2,236,408.

    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 60,367 shares
    Change vs previous 13F -778 shares

    1.07% of the 13F portfolio, value $2,016,272.

    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 61,145 shares
    Change vs previous 13F +13 shares

    1.07% of the 13F portfolio, value $2,138,256.

    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 61,132 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $2,095,607.

    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).