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Disclosery

Lakeridge Wealth Management LLC: FLTB position timeline

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

Lakeridge Wealth Management LLC held 21,293 FLTB 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 21,293 shares
    Change vs previous 13F +3,109 shares

    0.39% of the 13F portfolio, value $1,067,418.

    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 18,184 shares
    Change vs previous 13F -731 shares

    0.39% of the 13F portfolio, value $914,110.

    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 18,915 shares
    Change vs previous 13F +375 shares

    0.44% of the 13F portfolio, value $958,234.

    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 18,540 shares
    Change vs previous 13F +1,290 shares

    0.42% of the 13F portfolio, value $939,236.

    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 17,250 shares
    Change vs previous 13F +38 shares

    0.4% of the 13F portfolio, value $869,400.

    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 17,212 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $862,149.

    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).