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Lodestone Wealth Management LLC → WHR-PA

Lodestone Wealth Management LLC WHR-PA Position History

Whirlpool Corp

Quarters held
5
Latest value
$9K
Q3 2026
Peak value
$21K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$21K
Q1 2026$16K
Q1 2026$16K
Q2 2026$12K
Q3 2026$9K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$9K293——
Q2 2026$12K293——
Q1 2026$16K293——
Q1 2026$16K293——
Q4 2025$21K288——

Other funds holding WHR-PA

Other Lodestone Wealth Management LLC positions

COF-PN

CAPITAL GROUP CORE PLUS INCOME ETF

$12.8M
COF-PN

CAPITAL GROUP CORE PLUS INCOME ETF

$11.7M
AAPL

APPLE INC COM

$9.9M
AAPL

APPLE INC COM

$8.6M
AAPL

APPLE INC COM

$8.4M
AAPL

APPLE INC COM

$8.4M
COF-PN

CAPITAL GROUP CORE PLUS INCOME ETF

$8.2M
COF-PN

CAPITAL GROUP CORE PLUS INCOME ETF

$8.2M
Lodestone Wealth Management LLC WHR-PA Holdings: 13F Position History | Track13F