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Lodestone Wealth Management LLC: JSCP position timeline

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

Lodestone Wealth Management LLC held 13,977 JSCP 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 13,977 shares
    Change vs previous 13F +139 shares

    0.23% of the 13F portfolio, value $658,922.

    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 13,838 shares
    Change vs previous 13F +134 shares

    0.26% of the 13F portfolio, value $654,555.

    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 13,704 shares
    Change vs previous 13F +133 shares

    0.27% of the 13F portfolio, value $651,722.

    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 13,571 shares
    Change vs previous 13F +157 shares

    0.29% of the 13F portfolio, value $646,121.

    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 13,414 shares
    Change vs previous 13F +153 shares

    0.31% of the 13F portfolio, value $636,366.

    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 13,261 shares
    Change vs previous 13F -8,675 shares

    0.33% of the 13F portfolio, value $626,054.

    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 21,936 shares
    Change vs previous 13F -397 shares

    0.51% of the 13F portfolio, value $1,022,896.

    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 22,333 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,061,280.

    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).