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Lakeridge Wealth Management LLC: FNX position timeline

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

Lakeridge Wealth Management LLC held 21,583 FNX 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 21,583 shares
    Change vs previous 13F -4,600 shares

    1.16% of the 13F portfolio, value $3,158,628.

    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 26,183 shares
    Change vs previous 13F +511 shares

    1.44% of the 13F portfolio, value $3,357,720.

    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 25,672 shares
    Change vs previous 13F -47,314 shares

    1.47% of the 13F portfolio, value $3,234,027.

    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 72,986 shares
    Change vs previous 13F -6,733 shares

    4.07% of the 13F portfolio, value $9,152,860.

    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 79,719 shares
    Change vs previous 13F +4,790 shares

    4.21% of the 13F portfolio, value $9,155,679.

    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 74,929 shares
    Change vs previous 13F +4,023 shares

    4.08% of the 13F portfolio, value $8,165,754.

    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 70,906 shares
    Change vs previous 13F +1,300 shares

    4.24% of the 13F portfolio, value $8,205,232.

    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 69,606 shares
    Change vs previous 13F not available

    4.48% of the 13F portfolio, value $8,154,334.

    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).