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Lodestone Wealth Management LLC: MAC position timeline

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

Lodestone Wealth Management LLC held 121,497 MAC 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 121,497 shares
    Change vs previous 13F -1,684 shares

    1.08% of the 13F portfolio, value $3,060,508.

    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 123,181 shares
    Change vs previous 13F -606 shares

    0.92% of the 13F portfolio, value $2,328,123.

    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 123,787 shares
    Change vs previous 13F -864 shares

    0.93% of the 13F portfolio, value $2,285,103.

    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 124,651 shares
    Change vs previous 13F -12 shares

    1.02% of the 13F portfolio, value $2,268,645.

    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 124,663 shares
    Change vs previous 13F +153 shares

    0.98% of the 13F portfolio, value $2,017,054.

    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 124,510 shares
    Change vs previous 13F -27,380 shares

    1.14% of the 13F portfolio, value $2,137,841.

    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 151,890 shares
    Change vs previous 13F -2,192 shares

    1.52% of the 13F portfolio, value $3,025,644.

    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 154,082 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $2,810,459.

    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).