Lodestone Wealth Management LLC VERU β€” VERU INC COM NEW

Ownership history in Lodestone Wealth Management LLC  Β·  2 quarters on record

AI Ownership Summary

Lodestone Wealth Management LLC reported VERU INC COM NEW (VERU) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. The latest visible filing shows VERU at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VERU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lodestone Wealth Management LLC's position in VERU INC COM NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VERU was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Lodestone Wealth Management LLC held VERU β€” position size vs. price
% of Fund (quarterly)    VERU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED β€” β€” β€” 100 β€” 0% 0.00% $221 2026-05-01 $2.26
2025 Q4 INITIATED β€” β€” β€” 100 β€” β€” 0.00% $214 2026-01-15 $2.42

FAQ About Lodestone Wealth Management LLC and VERU

These are the practical questions this page is built to answer before you even open the full history table.

How long has Lodestone Wealth Management LLC reported owning VERU?

Lodestone Wealth Management LLC reported VERU across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported VERU position in Lodestone Wealth Management LLC's portfolio?

The largest reported portfolio weight for VERU was 0.00% in 2026 Q1.

What is the latest reported VERU position on this page?

The most recent filing on this page is 2026 Q1, when Lodestone Wealth Management LLC reported 100 shares, equal to 0.00% of portfolio, with an estimated market value of $221.

What does the chart on this VERU ownership page compare?

The chart compares Lodestone Wealth Management LLC's quarterly VERU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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