Skip to content
Disclosery

Lodestone Wealth Management LLC: T position timeline

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

Lodestone Wealth Management LLC held 8,204 T 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 8,204 shares
    Change vs previous 13F -185 shares

    0.06% of the 13F portfolio, value $169,832.

    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 8,389 shares
    Change vs previous 13F +35 shares

    0.1% of the 13F portfolio, value $243,200.

    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 8,354 shares
    Change vs previous 13F -1,566 shares

    0.08% of the 13F portfolio, value $207,509.

    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 9,920 shares
    Change vs previous 13F -1,859 shares

    0.13% of the 13F portfolio, value $280,136.

    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 11,779 shares
    Change vs previous 13F +65 shares

    0.17% of the 13F portfolio, value $340,891.

    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 11,714 shares
    Change vs previous 13F +9 shares

    0.18% of the 13F portfolio, value $331,270.

    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 11,705 shares
    Change vs previous 13F +541 shares

    0.13% of the 13F portfolio, value $266,513.

    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 11,164 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $245,616.

    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).