Lodestone Wealth Management LLC
Position in PMT — PennyMac Mortgage Investment Trust
CIK 1950158
SPOKANE, WA
Position in PMT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$5,640
New position
Shares Held
500
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#173
of 210 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Lodestone Wealth Management LLC holds $27,629 across 4 REIT - Mortgage names. PMT ranks #2 (20.4% of the industry book) .
All Filings in PMT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,640 | 500 | Shares | Sole | 2026-07-24 | |
| No filing history on record for this holder in this stock. | ||||||