Skip to content
Disclosery

Lodestone Wealth Management LLC: DFEM position timeline

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

Lodestone Wealth Management LLC held 49,743 DFEM 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 49,743 shares
    Change vs previous 13F -1,005 shares

    0.71% of the 13F portfolio, value $2,021,573.

    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 50,748 shares
    Change vs previous 13F +1,497 shares

    0.69% of the 13F portfolio, value $1,753,360.

    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 49,251 shares
    Change vs previous 13F -1,322 shares

    0.66% of the 13F portfolio, value $1,629,209.

    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 50,573 shares
    Change vs previous 13F +1,718 shares

    0.73% of the 13F portfolio, value $1,621,868.

    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 48,855 shares
    Change vs previous 13F -303 shares

    0.71% of the 13F portfolio, value $1,450,023.

    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 49,158 shares
    Change vs previous 13F -25 shares

    0.69% of the 13F portfolio, value $1,300,719.

    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 49,183 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $1,288,104.

    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).