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Lodestone Wealth Management LLC: CVE position timeline

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

Lodestone Wealth Management LLC held 116,490 CVE 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 116,490 shares
    Change vs previous 13F -2 shares

    1.02% of the 13F portfolio, value $2,890,120.

    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 116,492 shares
    Change vs previous 13F -978 shares

    1.22% of the 13F portfolio, value $3,090,536.

    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 117,470 shares
    Change vs previous 13F +6,028 shares

    0.81% of the 13F portfolio, value $1,987,586.

    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 111,442 shares
    Change vs previous 13F +1,264 shares

    0.85% of the 13F portfolio, value $1,893,401.

    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 110,178 shares
    Change vs previous 13F +50,081 shares

    0.73% of the 13F portfolio, value $1,498,422.

    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 60,097 shares
    Change vs previous 13F -9,699 shares

    0.44% of the 13F portfolio, value $835,952.

    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 69,796 shares
    Change vs previous 13F -11,090 shares

    0.53% of the 13F portfolio, value $1,057,404.

    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 80,886 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $1,353,228.

    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).