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Lakeridge Wealth Management LLC: FLDR position timeline

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

Lakeridge Wealth Management LLC held 80,545 FLDR 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 80,545 shares
    Change vs previous 13F +6,333 shares

    1.48% of the 13F portfolio, value $4,036,119.

    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 74,212 shares
    Change vs previous 13F +6,593 shares

    1.6% of the 13F portfolio, value $3,714,308.

    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 67,619 shares
    Change vs previous 13F +5,630 shares

    1.54% of the 13F portfolio, value $3,396,483.

    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 61,989 shares
    Change vs previous 13F +11,896 shares

    1.38% of the 13F portfolio, value $3,111,871.

    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 50,093 shares
    Change vs previous 13F +2,063 shares

    1.15% of the 13F portfolio, value $2,508,149.

    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 48,030 shares
    Change vs previous 13F +18,536 shares

    1.2% of the 13F portfolio, value $2,407,264.

    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 29,494 shares
    Change vs previous 13F +25,224 shares

    0.76% of the 13F portfolio, value $1,472,635.

    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 4,270 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $214,397.

    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).