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Lodestone Wealth Management LLC: QUAL position timeline

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

Lodestone Wealth Management LLC held 2,187 QUAL shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,187 shares
    Change vs previous 13F +57 shares

    0.16% of the 13F portfolio, value $485,958.

    13F-HR 0001950158-26-000006 filed by Lodestone Wealth Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,130 shares
    Change vs previous 13F -91 shares

    0.17% of the 13F portfolio, value $467,383.

    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).

  3. period ended2026-03-31
    13F/A 2,221 shares
    Change vs previous 13F -19 shares

    0.17% of the 13F portfolio, value $426,007.

    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).

  4. period ended2025-12-31
    13F 2,240 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $444,905.

    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).

  5. period ended2025-09-30
    13F 2,240 shares
    Change vs previous 13F -43 shares

    0.2% of the 13F portfolio, value $435,676.

    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).

  6. period ended2025-06-30
    13F 2,283 shares
    Change vs previous 13F -110 shares

    0.2% of the 13F portfolio, value $417,374.

    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).

  7. period ended2025-03-31
    13F 2,393 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $408,935.

    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).

  8. period ended2024-12-31
    13F 2,393 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $426,140.

    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).