Lodestone Wealth Management LLC
Position in IVR — Invesco Mortgage Capital Inc.
CIK 1950158
SPOKANE, WA
Position in IVR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$237
-$5 QoQ
Shares Held
30
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#166
of 181 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IVR Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Lodestone Wealth Management LLC holds $27,629 across 4 REIT - Mortgage names. IVR ranks #4 (0.9% of the industry book) .
All Filings in IVR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $237 | 30 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $242 | 30 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $252 | 30 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||