Lodestone Wealth Management LLC
Position in TAXF — American Century Diversified Municipal Bond ETF
CIK 1950158
SPOKANE, WA
All Filings in TAXF
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 TAXF | $460,309 | 9,197 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 TAXF | $472,765 | 9,384 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 TAXF | $479,545 | 9,547 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 TAXF | $513,275 | 10,490 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 TAXF | $523,448 | 10,579 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 TAXF | $545,272 | 10,875 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 TAXF | $570,967 | 11,104 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 TAXF | $554,967 | 11,020 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 TAXF | $683,082 | 13,513 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 TAXF | $685,513 | 13,452 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 TAXF | $639,077 | 13,328 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 TAXF | $678,100 | 13,562 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 TAXF | $682,041 | 13,546 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 TAXF | $694,708 | 14,198 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||