Lodestone Wealth Management LLC: PM position timeline

Lodestone Wealth Management LLC held 1,316 PM 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 1,316 shares

   Change vs previous 13F -17 shares

   0.08% of the 13F portfolio, value $238,151.

   13F-HR 0001950158-26-000004 filed by Lodestone Wealth Management LLC
   Filed 2026-07-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F/A 1,333 shares

   Change vs previous 13F +4 shares

   0.09% of the 13F portfolio, value $220,362.

   13F-HR/A 0001950158-26-000003 filed by Lodestone Wealth Management LLC
   Filed 2026-05-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 1,329 shares

   Change vs previous 13F +3 shares

   0.09% of the 13F portfolio, value $213,221.

   13F-HR 0001950158-26-000001 filed by Lodestone Wealth Management LLC
   Filed 2026-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 1,326 shares

   Change vs previous 13F +71 shares

   0.1% of the 13F portfolio, value $215,025.

   13F-HR 0001950158-25-000007 filed by Lodestone Wealth Management LLC
   Filed 2025-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 1,255 shares

   Change vs previous 13F not available

   0.11% of the 13F portfolio, value $228,533.

   13F-HR 0001754960-25-000570 filed by Lodestone Wealth Management LLC
   Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).