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Lodestone Wealth Management LLC: COST position timeline

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

Lodestone Wealth Management LLC held 1,477 COST 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 1,477 shares
    Change vs previous 13F -4 shares

    0.49% of the 13F portfolio, value $1,382,124.

    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 1,481 shares
    Change vs previous 13F -6 shares

    0.58% of the 13F portfolio, value $1,475,322.

    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 1,487 shares
    Change vs previous 13F -153 shares

    0.52% of the 13F portfolio, value $1,282,230.

    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 1,640 shares
    Change vs previous 13F +62 shares

    0.68% of the 13F portfolio, value $1,517,952.

    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 1,578 shares
    Change vs previous 13F -76 shares

    0.76% of the 13F portfolio, value $1,562,015.

    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 1,654 shares
    Change vs previous 13F +13 shares

    0.83% of the 13F portfolio, value $1,564,255.

    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 1,641 shares
    Change vs previous 13F -1 shares

    0.75% of the 13F portfolio, value $1,503,692.

    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 1,642 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $1,455,818.

    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).