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Lodestone Wealth Management LLC: CION position timeline

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

Lodestone Wealth Management LLC held 3,688 CION 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 3,688 shares
    Change vs previous 13F +159 shares

    0.01% of the 13F portfolio, value $22,977.

    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 3,529 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $24,140.

    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).