Position in SOLV
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,774
+$273 QoQ
Shares Held
23
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#791
of 868 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SOLV Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Lodestone Wealth Management LLC holds $81,232 across 3 Medical Instruments & Supplies names. SOLV ranks #3 (2.2% of the industry book) .
All Filings in SOLV
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,774 | 23 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,501 | 23 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,822 | 23 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||