Lakeridge Wealth Management LLC: ELV position timeline

Lakeridge Wealth Management LLC held 779 ELV 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 779 shares

   Change vs previous 13F -18 shares

   0.11% of the 13F portfolio, value $301,221.

   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 797 shares

   Change vs previous 13F +5 shares

   0.1% of the 13F portfolio, value $233,217.

   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 792 shares

   Change vs previous 13F +54 shares

   0.13% of the 13F portfolio, value $277,759.

   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 738 shares

   Change vs previous 13F +3 shares

   0.11% of the 13F portfolio, value $238,382.

   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 735 shares

   Change vs previous 13F +6 shares

   0.13% of the 13F portfolio, value $285,858.

   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 729 shares

   Change vs previous 13F +9 shares

   0.16% of the 13F portfolio, value $316,930.

   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 720 shares

   Change vs previous 13F +4 shares

   0.14% of the 13F portfolio, value $265,527.

   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 716 shares

   Change vs previous 13F not available

   0.2% of the 13F portfolio, value $372,206.

   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).