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Lodestone Wealth Management LLC: FANG position timeline

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

Lodestone Wealth Management LLC held 9,180 FANG 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 9,180 shares
    Change vs previous 13F +978 shares

    0.57% of the 13F portfolio, value $1,613,661.

    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 8,202 shares
    Change vs previous 13F +296 shares

    0.64% of the 13F portfolio, value $1,622,274.

    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 7,906 shares
    Change vs previous 13F +687 shares

    0.48% of the 13F portfolio, value $1,188,542.

    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 7,219 shares
    Change vs previous 13F +84 shares

    0.46% of the 13F portfolio, value $1,033,081.

    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 7,135 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $980,370.

    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).