Lodestone Wealth Management LLC
- SEC CIK
- 0001950158
- Latest filing
- Jul 23, 2026
CASH holding history
Pathward Financial, Inc. in every 13F filed by Lodestone Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
CASH overviewAll 13F holders of CASHFull Q2 2026 holdings
- Shares (Q4 2024)
- 0
- Sold out in Q4 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 6
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 0 | $0 | 0.0% | −3,423−100.0% | Sold out | Holders |
| Q3 2024 | 3,423 | – | – | +10.0% | Added | Holders |
| Q2 2024 | 3,422 | – | – | −8−0.2% | Reduced | Holders |
| Q1 2024 | 3,430 | – | – | −26−0.8% | Reduced | Holders |
| Q4 2023 | 3,456 | – | – | −4−0.1% | Reduced | Holders |
| Q3 2023 | 3,460 | – | – | 00.0% | Unchanged | Holders |
| Q2 2023 | 3,460 | – | – | +3,460 | New | Holders |