Lodestone Wealth Management »

Tidal Trust Iii shares owned by Lodestone Wealth Management

Quarter-by-quarter ownership of Tidal Trust Iii (RMOP) shares owned by Lodestone Wealth Management from 13F filings

Historical chart of Lodestone Wealth Management investment in Tidal Trust Iii

Tip: Access up to 7 years of quarterly data

All positions including Tidal Trust Iii held by Lodestone Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Tidal Trust Iii by Lodestone Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $19k 774 25.02

More positions owned by Lodestone Wealth Management

Apple Stock (AAPL)
Capital Group Core Plus Income Etf Etf (CGCP)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Microsoft Corp Stock (MSFT)
Capital Group Short Duration Income Etf Etf (CGSD)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Capital Group Dividend Value Etf Etf (CGDV)
Nvidia Corporation Stock (NVDA)
Jpmorgan Chase & Co Stock (JPM)
Amgen Stock (AMGN)
Vanguard Value Etf Etf (VTV)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Capital Group International Focus Equity Etf Etf (CGXU)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Total Stock Market Etf Etf (VTI)

View all positions for Lodestone Wealth Management

Top funds holding Tidal Trust Iii

Rockefeller Capital Management
Envestnet Asset Management
Manning & Napier Advisors
SCBT Financial Corporation
Geneos Wealth Management
LPL Financial
Goldman Sachs Group
LVW Advisors
Balboa Wealth Partners
Jane Street
Steward Partners Investment Advisory
Stifel Financial
Diversify Advisory Services
Brian McDonald
UMA Financial Services

View all funds holding Tidal Trust Iii