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Lakeridge Wealth Management LLC: FDVV position timeline

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

Lakeridge Wealth Management LLC held 206,657 FDVV 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 206,657 shares
    Change vs previous 13F -151,245 shares

    4.57% of the 13F portfolio, value $12,459,322.

    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 357,902 shares
    Change vs previous 13F +16,096 shares

    8.5% of the 13F portfolio, value $19,770,514.

    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 341,806 shares
    Change vs previous 13F +3,050 shares

    8.81% of the 13F portfolio, value $19,376,955.

    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 338,756 shares
    Change vs previous 13F +2,849 shares

    8.39% of the 13F portfolio, value $18,872,104.

    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 335,907 shares
    Change vs previous 13F +18,135 shares

    8.03% of the 13F portfolio, value $17,473,882.

    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 317,772 shares
    Change vs previous 13F +21,614 shares

    7.88% of the 13F portfolio, value $15,761,502.

    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 296,158 shares
    Change vs previous 13F +18,665 shares

    7.64% of the 13F portfolio, value $14,790,149.

    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 277,493 shares
    Change vs previous 13F not available

    7.73% of the 13F portfolio, value $14,055,036.

    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).