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Lakeridge Wealth Management LLC: DFSD position timeline

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

Lakeridge Wealth Management LLC held 103,146 DFSD 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 103,146 shares
    Change vs previous 13F -9,062 shares

    1.81% of the 13F portfolio, value $4,925,199.

    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 112,208 shares
    Change vs previous 13F -2,704 shares

    2.31% of the 13F portfolio, value $5,372,536.

    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 114,912 shares
    Change vs previous 13F +1,272 shares

    2.5% of the 13F portfolio, value $5,510,028.

    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 113,640 shares
    Change vs previous 13F +4,784 shares

    2.43% of the 13F portfolio, value $5,476,318.

    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 108,856 shares
    Change vs previous 13F -680 shares

    2.4% of the 13F portfolio, value $5,226,170.

    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 109,536 shares
    Change vs previous 13F +3,594 shares

    2.6% of the 13F portfolio, value $5,205,158.

    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 105,942 shares
    Change vs previous 13F +37,321 shares

    2.57% of the 13F portfolio, value $4,966,584.

    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 68,621 shares
    Change vs previous 13F not available

    1.8% of the 13F portfolio, value $3,275,967.

    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).