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Lodestone Wealth Management LLC: DFIV position timeline

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

Lodestone Wealth Management LLC held 44,790 DFIV 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 44,790 shares
    Change vs previous 13F -1,437 shares

    0.85% of the 13F portfolio, value $2,419,546.

    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 46,227 shares
    Change vs previous 13F +1,063 shares

    0.97% of the 13F portfolio, value $2,439,836.

    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 45,164 shares
    Change vs previous 13F -1,714 shares

    0.92% of the 13F portfolio, value $2,253,673.

    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 46,878 shares
    Change vs previous 13F +1,391 shares

    0.97% of the 13F portfolio, value $2,162,014.

    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 45,487 shares
    Change vs previous 13F -173 shares

    0.95% of the 13F portfolio, value $1,948,203.

    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 45,660 shares
    Change vs previous 13F -587 shares

    0.96% of the 13F portfolio, value $1,797,196.

    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 46,247 shares
    Change vs previous 13F -122 shares

    0.82% of the 13F portfolio, value $1,640,830.

    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 46,369 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $1,765,740.

    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).