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Lodestone Wealth Management LLC: HD position timeline

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

Lodestone Wealth Management LLC held 3,867 HD 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 3,867 shares
    Change vs previous 13F -422 shares

    0.48% of the 13F portfolio, value $1,363,663.

    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 4,289 shares
    Change vs previous 13F +1 shares

    0.56% of the 13F portfolio, value $1,410,504.

    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 4,288 shares
    Change vs previous 13F -23 shares

    0.6% of the 13F portfolio, value $1,475,551.

    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 4,311 shares
    Change vs previous 13F +13 shares

    0.79% of the 13F portfolio, value $1,746,872.

    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 4,298 shares
    Change vs previous 13F -43 shares

    0.77% of the 13F portfolio, value $1,575,828.

    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 4,341 shares
    Change vs previous 13F -708 shares

    0.85% of the 13F portfolio, value $1,590,929.

    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 5,049 shares
    Change vs previous 13F +188 shares

    0.99% of the 13F portfolio, value $1,964,085.

    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 4,861 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $1,969,868.

    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).