Skip to content
Disclosery

Lodestone Wealth Management LLC: NVR position timeline

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

Lodestone Wealth Management LLC held 248 NVR 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 248 shares
    Change vs previous 13F -9 shares

    0.6% of the 13F portfolio, value $1,689,723.

    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 257 shares
    Change vs previous 13F -4 shares

    0.67% of the 13F portfolio, value $1,693,586.

    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 261 shares
    Change vs previous 13F -1 shares

    0.78% of the 13F portfolio, value $1,903,413.

    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 262 shares
    Change vs previous 13F -2 shares

    0.95% of the 13F portfolio, value $2,105,081.

    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 264 shares
    Change vs previous 13F 0 shares

    0.95% of the 13F portfolio, value $1,949,814.

    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 264 shares
    Change vs previous 13F -45 shares

    1.02% of the 13F portfolio, value $1,912,519.

    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 309 shares
    Change vs previous 13F -6 shares

    1.27% of the 13F portfolio, value $2,527,280.

    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 315 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $3,090,717.

    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).