Lakeridge Wealth Management LLC: BX position timeline

Lakeridge Wealth Management LLC held 0 BX shares at 2025-09-30 per its 13F-HR filed 2025-10-17.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -1,479 shares

   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).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 1,479 shares

   Change vs previous 13F +23 shares

   0.1% of the 13F portfolio, value $221,209.

   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).

3. period ended2025-03-31

   13F 1,456 shares

   Change vs previous 13F -93 shares

   0.1% of the 13F portfolio, value $203,580.

   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).

4. period ended2024-12-31

   13F 1,549 shares

   Change vs previous 13F +6 shares

   0.14% of the 13F portfolio, value $267,058.

   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).

5. period ended2024-09-30

   13F 1,543 shares

   Change vs previous 13F not available

   0.13% of the 13F portfolio, value $236,324.

   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).