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Lodestone Wealth Management LLC

SEC CIK
0001950158
Latest filing
Jul 23, 2026

WY holding history

Weyerhaeuser Co 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.

WY overviewAll 13F holders of WYFull Q2 2026 holdings

Shares (Q2 2026)
1,106
Value
$26.5K
% of portfolio
<0.1%
Quarters held
5
Since Q4 2022
Holdings of WY by Lodestone Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,106$26.5K<0.1%−749−40.4%ReducedHolders
Q1 20261,855$45.3K<0.1%+10+0.5%AddedHolders
Q4 20251,845$43.7K<0.1%+1,845NewHolders
Q2 20230$00.0%−14,069−100.0%Sold outHolders
Q1 202314,069$423.9K0.3%−1,503−9.7%ReducedHolders
Q4 202215,572$482.7K0.4%–No prior filingHolders