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Lodestone Wealth Management LLC: META position timeline

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

Lodestone Wealth Management LLC held 3,534 META 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 3,534 shares
    Change vs previous 13F -18 shares

    0.7% of the 13F portfolio, value $1,990,428.

    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 3,552 shares
    Change vs previous 13F -19 shares

    0.81% of the 13F portfolio, value $2,032,409.

    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 3,571 shares
    Change vs previous 13F +34 shares

    0.96% of the 13F portfolio, value $2,357,326.

    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 3,537 shares
    Change vs previous 13F +55 shares

    1.17% of the 13F portfolio, value $2,597,837.

    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 3,482 shares
    Change vs previous 13F +54 shares

    1.25% of the 13F portfolio, value $2,570,038.

    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 3,428 shares
    Change vs previous 13F +2 shares

    1.05% of the 13F portfolio, value $1,976,040.

    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 3,426 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $2,005,704.

    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).