Back to RMT
Lodestone Wealth Management LLC → RMT
Lodestone Wealth Management LLC RMT Position History
Royce Micro-Cap Trust, Inc. • Financial Services
Quarters held
5
Latest value
$2K
Q3 2026
Peak value
$3K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2K |
| Q1 2026 | $2K |
| Q1 2026 | $2K |
| Q2 2026 | $3K |
| Q3 2026 | $2K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2K | 173 | — | — |
| Q2 2026 | $3K | 173 | — | — |
| Q1 2026 | $2K | 173 | — | — |
| Q1 2026 | $2K | 173 | — | — |
| Q4 2025 | $2K | 173 | — | — |
Other funds holding RMT
$37.1M
$29.7M
$27.7M
$26.8M