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Lakeridge Wealth Management LLC: BPRE position timeline

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

Lakeridge Wealth Management LLC held 163,170 BPRE 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 163,170 shares
    Change vs previous 13F -13,283 shares

    0.78% of the 13F portfolio, value $2,122,841.

    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 176,453 shares
    Change vs previous 13F -2,100 shares

    1.26% of the 13F portfolio, value $2,930,883.

    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 178,553 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $2,678,295.

    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).