Lodestone Wealth Management LLC: SITM position timeline

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

Lodestone Wealth Management LLC held 455 SITM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

period ended2026-06-30
13F 455 shares
Change vs previous 13F +400 shares
0.12% of the 13F portfolio, value $339,230.
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).
period ended2026-03-31
13F/A 55 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $18,994.
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).