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Lakeridge Wealth Management LLC: DFAR position timeline

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

Lakeridge Wealth Management LLC held 31,081 DFAR 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 31,081 shares
    Change vs previous 13F -1,712 shares

    0.3% of the 13F portfolio, value $813,069.

    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 32,793 shares
    Change vs previous 13F +1,005 shares

    0.33% of the 13F portfolio, value $775,549.

    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 31,788 shares
    Change vs previous 13F +1,570 shares

    0.33% of the 13F portfolio, value $727,973.

    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 30,218 shares
    Change vs previous 13F +473 shares

    0.32% of the 13F portfolio, value $720,705.

    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 29,745 shares
    Change vs previous 13F -477 shares

    0.32% of the 13F portfolio, value $697,816.

    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 30,222 shares
    Change vs previous 13F +2,460 shares

    0.36% of the 13F portfolio, value $718,387.

    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 27,762 shares
    Change vs previous 13F +5,392 shares

    0.33% of the 13F portfolio, value $646,022.

    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 22,370 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $573,567.

    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).