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Disclosery

Lodestone Wealth Management LLC: DFUS position timeline

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

Lodestone Wealth Management LLC held 45,296 DFUS 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 45,296 shares
    Change vs previous 13F -4,708 shares

    1.31% of the 13F portfolio, value $3,711,554.

    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 50,004 shares
    Change vs previous 13F +2,042 shares

    1.41% of the 13F portfolio, value $3,545,752.

    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 47,962 shares
    Change vs previous 13F -1,033 shares

    1.45% of the 13F portfolio, value $3,557,308.

    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 48,995 shares
    Change vs previous 13F +1,548 shares

    1.6% of the 13F portfolio, value $3,549,165.

    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 47,447 shares
    Change vs previous 13F -50 shares

    1.55% of the 13F portfolio, value $3,179,868.

    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 47,497 shares
    Change vs previous 13F -876 shares

    1.53% of the 13F portfolio, value $2,872,615.

    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 48,373 shares
    Change vs previous 13F -143 shares

    1.55% of the 13F portfolio, value $3,083,785.

    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 48,516 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $3,017,669.

    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).