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Lodestone Wealth Management LLC: VTIP position timeline

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

Lodestone Wealth Management LLC held 54,468 VTIP 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 54,468 shares
    Change vs previous 13F +400 shares

    0.97% of the 13F portfolio, value $2,735,928.

    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 54,068 shares
    Change vs previous 13F +2,656 shares

    1.07% of the 13F portfolio, value $2,700,697.

    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 51,412 shares
    Change vs previous 13F -167 shares

    1.04% of the 13F portfolio, value $2,542,838.

    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 51,579 shares
    Change vs previous 13F +3,602 shares

    1.17% of the 13F portfolio, value $2,611,445.

    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 47,977 shares
    Change vs previous 13F -1,993 shares

    1.17% of the 13F portfolio, value $2,411,804.

    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 49,970 shares
    Change vs previous 13F -580 shares

    1.33% of the 13F portfolio, value $2,493,503.

    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 50,550 shares
    Change vs previous 13F +1,651 shares

    1.23% of the 13F portfolio, value $2,447,631.

    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 48,899 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $2,411,210.

    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).