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Lodestone Wealth Management LLC: DVN position timeline

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

Lodestone Wealth Management LLC held 1,251 DVN 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 1,251 shares
    Change vs previous 13F +79 shares

    0.02% of the 13F portfolio, value $51,700.

    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 1,172 shares
    Change vs previous 13F -681 shares

    0.02% of the 13F portfolio, value $58,986.

    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 1,853 shares
    Change vs previous 13F -16,998 shares

    0.03% of the 13F portfolio, value $67,857.

    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 18,851 shares
    Change vs previous 13F -3,221 shares

    0.3% of the 13F portfolio, value $660,907.

    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 22,072 shares
    Change vs previous 13F -4,280 shares

    0.34% of the 13F portfolio, value $702,099.

    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 26,352 shares
    Change vs previous 13F +8,806 shares

    0.52% of the 13F portfolio, value $985,578.

    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 17,546 shares
    Change vs previous 13F -22,992 shares

    0.29% of the 13F portfolio, value $574,284.

    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 40,538 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $1,585,843.

    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).