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Lodestone Wealth Management LLC: DFSV position timeline

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

Lodestone Wealth Management LLC held 27,409 DFSV 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 27,409 shares
    Change vs previous 13F +1,231 shares

    0.38% of the 13F portfolio, value $1,063,198.

    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 26,178 shares
    Change vs previous 13F +1,184 shares

    0.36% of the 13F portfolio, value $917,294.

    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 24,994 shares
    Change vs previous 13F -326 shares

    0.33% of the 13F portfolio, value $822,066.

    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 25,320 shares
    Change vs previous 13F +994 shares

    0.36% of the 13F portfolio, value $806,195.

    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 24,326 shares
    Change vs previous 13F +526 shares

    0.35% of the 13F portfolio, value $715,910.

    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 23,800 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $669,972.

    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).