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Lodestone Wealth Management LLC → MAC

Lodestone Wealth Management LLC MAC Position History

The Macerich Company • Real Estate

Quarters held
12
Latest value
$2.6M
Q3 2026
Peak value
$2.9M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$82K
Q3 2025$2.2M
Q4 2025$103K
Q4 2025$2.2M
Q1 2026$105K
Q1 2026$2.2M
Q1 2026$105K
Q1 2026$2.2M
Q2 2026$140K
Q2 2026$2.9M
Q3 2026$125K
Q3 2026$2.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.6M115.1K——
Q3 2026$125K5.6K——
Q2 2026$2.9M115.9K——
Q2 2026$140K5.6K——
Q1 2026$2.2M117.6K——
Q1 2026$105K5.5K——
Q1 2026$2.2M117.6K——
Q1 2026$105K5.5K——
Q4 2025$2.2M118.2K——
Q4 2025$103K5.6K——
Q3 2025$2.2M120.1K——
Q3 2025$82K4.5K——

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