Lakeridge Wealth Management LLC: AVY position timeline

Lakeridge Wealth Management LLC held 2,006 AVY 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 2,006 shares

   Change vs previous 13F +22 shares

   0.12% of the 13F portfolio, value $325,598.

   13F-HR 0001951757-26-000993 filed by Lakeridge Wealth Management LLC
   Filed 2026-07-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 1,984 shares

   Change vs previous 13F +11 shares

   0.15% of the 13F portfolio, value $342,655.

   13F-HR 0001951757-26-000537 filed by Lakeridge Wealth Management LLC
   Filed 2026-04-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 1,973 shares

   Change vs previous 13F +18 shares

   0.16% of the 13F portfolio, value $358,771.

   13F-HR 0001951757-26-000015 filed by Lakeridge Wealth Management LLC
   Filed 2026-01-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 1,955 shares

   Change vs previous 13F +11 shares

   0.14% of the 13F portfolio, value $317,123.

   13F-HR 0001951757-25-001153 filed by Lakeridge Wealth Management LLC
   Filed 2025-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 1,944 shares

   Change vs previous 13F +93 shares

   0.16% of the 13F portfolio, value $341,199.

   13F-HR 0001951757-25-001046 filed by Lakeridge Wealth Management LLC
   Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 1,851 shares

   Change vs previous 13F +9 shares

   0.16% of the 13F portfolio, value $329,442.

   13F-HR 0001951757-25-000380 filed by Lakeridge Wealth Management LLC
   Filed 2025-04-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 1,842 shares

   Change vs previous 13F +7 shares

   0.18% of the 13F portfolio, value $344,709.

   13F-HR 0001951757-25-000157 filed by Lakeridge Wealth Management LLC
   Filed 2025-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 1,835 shares

   Change vs previous 13F not available

   0.22% of the 13F portfolio, value $405,022.

   13F-HR 0001951757-24-000981 filed by Lakeridge Wealth Management LLC
   Filed 2024-10-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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