Lodestone Wealth Management LLC
- SEC CIK
- 0001950158
- Latest filing
- Jul 23, 2026
WAL holding history
Western Alliance Bancorporation 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.
WAL overviewAll 13F holders of WALFull Q2 2026 holdings
- Shares (Q2 2026)
- 13,364
- Value
- $1.10M
- % of portfolio
- 0.4%
- Quarters held
- 11
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 13,364 | $1.10M | 0.4% | +2,499+23.0% | Added | Holders |
| Q1 2026 | 10,865 | $769.8K | 0.3% | +767+7.6% | Added | Holders |
| Q4 2025 | 10,098 | $848.9K | 0.3% | +1,400+16.1% | Added | Holders |
| Q3 2025 | 8,698 | $754.3K | 0.3% | 00.0% | Unchanged | Holders |
| Q2 2025 | 8,698 | $678.2K | 0.3% | +823+10.5% | Added | Holders |
| Q1 2025 | 7,875 | $605.1K | 0.3% | −1,688−17.7% | Reduced | Holders |
| Q4 2024 | 9,563 | $798.9K | 0.4% | −196−2.0% | Reduced | Holders |
| Q3 2024 | 9,759 | $844.0K | 0.4% | +77+0.8% | Added | Holders |
| Q2 2024 | 9,682 | $608.2K | 0.3% | +47+0.5% | Added | Holders |
| Q1 2024 | 9,635 | $618.5K | 0.3% | −113−1.2% | Reduced | Holders |
| Q4 2023 | 9,748 | $641.3K | 0.4% | +9,748 | New | Holders |