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Lodestone Wealth Management LLC: SPG position timeline

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

Lodestone Wealth Management LLC held 15,262 SPG 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 15,262 shares
    Change vs previous 13F -146 shares

    1.21% of the 13F portfolio, value $3,413,447.

    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 15,408 shares
    Change vs previous 13F +11 shares

    1.14% of the 13F portfolio, value $2,874,063.

    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 15,397 shares
    Change vs previous 13F -158 shares

    1.16% of the 13F portfolio, value $2,850,110.

    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 15,555 shares
    Change vs previous 13F -15,248 shares

    1.31% of the 13F portfolio, value $2,919,160.

    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 30,803 shares
    Change vs previous 13F +15,015 shares

    2.41% of the 13F portfolio, value $4,951,866.

    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 15,788 shares
    Change vs previous 13F -3,547 shares

    1.39% of the 13F portfolio, value $2,622,125.

    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 19,335 shares
    Change vs previous 13F -268 shares

    1.67% of the 13F portfolio, value $3,329,695.

    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 19,603 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $3,313,302.

    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).