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Lodestone Wealth Management LLC: DFAE position timeline

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

Lodestone Wealth Management LLC held 83,996 DFAE 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 83,996 shares
    Change vs previous 13F -133 shares

    1.19% of the 13F portfolio, value $3,377,469.

    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 84,129 shares
    Change vs previous 13F +127 shares

    1.13% of the 13F portfolio, value $2,848,624.

    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 84,002 shares
    Change vs previous 13F +472 shares

    1.11% of the 13F portfolio, value $2,735,952.

    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 83,530 shares
    Change vs previous 13F +536 shares

    1.18% of the 13F portfolio, value $2,633,702.

    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 82,994 shares
    Change vs previous 13F +195 shares

    1.17% of the 13F portfolio, value $2,402,667.

    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 82,799 shares
    Change vs previous 13F -2,161 shares

    1.14% of the 13F portfolio, value $2,143,677.

    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 84,960 shares
    Change vs previous 13F +234 shares

    1.08% of the 13F portfolio, value $2,155,425.

    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 84,726 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $2,322,344.

    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).