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CIK 0001950158 • 8 13F filings • Apr 28, 2025 – Oct 14, 2026
Import this data to Google Sheets with:
=jivedata("lodestone-wealth-management-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0001950158-25-000007 |
| $222.5M |
| View |
| Jul 24, 2026 | Q2 2026 | 13F-HR | 0001950158-26-000004 | $283.3M | View |
| Aug 12, 2025 | Q2 2025 | 13F-HR | 0001754960-25-000570 | $205.4M | View |
| May 1, 2026 | Q1 2026 | 13F-HR/A | 0001950158-26-000003 | $252.3M | View |
| Apr 28, 2025 | Q1 2025 | 13F-HR | 0001950158-25-000005 | $188.0M | View |