Skip to content
Disclosery

Lakeridge Wealth Management LLC: AVUS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lakeridge Wealth Management LLC on AVUS, newest first. How the timeline and the estimate are built.

Lakeridge Wealth Management LLC held 110,978 AVUS shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 110,978 shares
    Change vs previous 13F +28,139 shares

    5.22% of the 13F portfolio, value $14,214,026.

    13F-HR 0001951757-26-000993 filed by Lakeridge Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 82,839 shares
    Change vs previous 13F +7,476 shares

    3.96% of the 13F portfolio, value $9,210,047.

    13F-HR 0001951757-26-000537 filed by Lakeridge Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 75,363 shares
    Change vs previous 13F -4,917 shares

    3.83% of the 13F portfolio, value $8,424,117.

    13F-HR 0001951757-26-000015 filed by Lakeridge Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 80,280 shares
    Change vs previous 13F -630 shares

    3.88% of the 13F portfolio, value $8,726,472.

    13F-HR 0001951757-25-001153 filed by Lakeridge Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 80,910 shares
    Change vs previous 13F +1,278 shares

    3.75% of the 13F portfolio, value $8,157,297.

    13F-HR 0001951757-25-001046 filed by Lakeridge Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 79,632 shares
    Change vs previous 13F -88 shares

    3.68% of the 13F portfolio, value $7,356,425.

    13F-HR 0001951757-25-000380 filed by Lakeridge Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 79,720 shares
    Change vs previous 13F +15,991 shares

    3.99% of the 13F portfolio, value $7,727,260.

    13F-HR 0001951757-25-000157 filed by Lakeridge Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 63,729 shares
    Change vs previous 13F not available

    3.33% of the 13F portfolio, value $6,063,814.

    13F-HR 0001951757-24-000981 filed by Lakeridge Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).