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Lodestone Wealth Management LLC: LEN position timeline

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

Lodestone Wealth Management LLC held 15,948 LEN 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 15,948 shares
    Change vs previous 13F -1,398 shares

    0.51% of the 13F portfolio, value $1,443,157.

    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 17,346 shares
    Change vs previous 13F -136 shares

    0.6% of the 13F portfolio, value $1,506,346.

    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 17,482 shares
    Change vs previous 13F +255 shares

    0.73% of the 13F portfolio, value $1,797,176.

    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 17,227 shares
    Change vs previous 13F +3 shares

    0.98% of the 13F portfolio, value $2,171,244.

    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 17,224 shares
    Change vs previous 13F +44 shares

    0.93% of the 13F portfolio, value $1,905,117.

    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 17,180 shares
    Change vs previous 13F -3,177 shares

    1.05% of the 13F portfolio, value $1,971,899.

    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 20,357 shares
    Change vs previous 13F -1,576 shares

    1.39% of the 13F portfolio, value $2,776,124.

    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 21,933 shares
    Change vs previous 13F not available

    2.06% of the 13F portfolio, value $4,112,045.

    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).