Lodestone Wealth Management LLC

SEC CIK: 0001950158
Latest filing: Jul 23, 2026

SEC filings (opens in a new tab)

SIRI holding history

Sirius XM Holdings 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.

SIRI overview All 13F holders of SIRI Full Q2 2026 holdings

Shares (Q2 2026): 524
Value: $15.5K
% of portfolio: <0.1%
Quarters held: 4; Since Q1 2025

Holdings of SIRI by Lodestone Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	524	$15.5K	<0.1%	+5+1.0%	Added	Holders
Q1 2026	519	$12.0K	<0.1%	+5+1.0%	Added	Holders
Q4 2025	514	$10.3K	<0.1%	+514	New	Holders
Q2 2025	0	$0	0.0%	−15,879−100.0%	Sold out	Holders
Q1 2025	15,879	$358.0K	0.2%	+15,879	New	Holders