Lodestone Wealth Management LLC
Position in FDS — Factset Research Systems Inc
CIK 1950158
SPOKANE, WA
Position in FDS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$7,592
+$432 QoQ
Shares Held
33
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#666
of 762 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FDS Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Lodestone Wealth Management LLC holds $16,325 across 4 Financial Data & Stock Exchanges names. FDS ranks #1 (46.5% of the industry book) .
All Filings in FDS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,592 | 33 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $7,160 | 33 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $9,576 | 33 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||