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Lodestone Wealth Management LLC: DHI position timeline

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

Lodestone Wealth Management LLC held 14,925 DHI 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 14,925 shares
    Change vs previous 13F +95 shares

    0.86% of the 13F portfolio, value $2,430,945.

    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 14,830 shares
    Change vs previous 13F -135 shares

    0.81% of the 13F portfolio, value $2,035,013.

    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 14,965 shares
    Change vs previous 13F +24 shares

    0.88% of the 13F portfolio, value $2,155,417.

    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 14,941 shares
    Change vs previous 13F -240 shares

    1.14% of the 13F portfolio, value $2,532,064.

    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 15,181 shares
    Change vs previous 13F -180 shares

    0.95% of the 13F portfolio, value $1,957,178.

    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 15,361 shares
    Change vs previous 13F -2,565 shares

    1.08% of the 13F portfolio, value $2,028,439.

    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 17,926 shares
    Change vs previous 13F -1,379 shares

    1.26% of the 13F portfolio, value $2,506,479.

    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 19,305 shares
    Change vs previous 13F not available

    1.84% of the 13F portfolio, value $3,682,763.

    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).