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Disclosery

Lodestone Wealth Management LLC: USAI position timeline

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

Lodestone Wealth Management LLC held 4,184 USAI 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 4,184 shares
    Change vs previous 13F +19 shares

    0.06% of the 13F portfolio, value $181,481.

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

  2. period ended2026-06-30
    13F 4,165 shares
    Change vs previous 13F -697 shares

    0.07% of the 13F portfolio, value $189,470.

    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 4,862 shares
    Change vs previous 13F +40 shares

    0.09% of the 13F portfolio, value $228,451.

    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 4,822 shares
    Change vs previous 13F -2,502 shares

    0.07% of the 13F portfolio, value $183,971.

    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 7,324 shares
    Change vs previous 13F +538 shares

    0.13% of the 13F portfolio, value $291,827.

    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 6,786 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $276,267.

    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).