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Lakeridge Wealth Management LLC: FPEI position timeline

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

Lakeridge Wealth Management LLC held 69,006 FPEI 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 69,006 shares
    Change vs previous 13F -4,202 shares

    0.49% of the 13F portfolio, value $1,331,130.

    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 73,208 shares
    Change vs previous 13F -5,475 shares

    0.6% of the 13F portfolio, value $1,390,957.

    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 78,683 shares
    Change vs previous 13F -2,017 shares

    0.69% of the 13F portfolio, value $1,525,658.

    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 80,700 shares
    Change vs previous 13F +1,386 shares

    0.69% of the 13F portfolio, value $1,560,733.

    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 79,314 shares
    Change vs previous 13F +1,762 shares

    0.69% of the 13F portfolio, value $1,506,172.

    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 77,552 shares
    Change vs previous 13F +2,478 shares

    0.73% of the 13F portfolio, value $1,450,222.

    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 75,074 shares
    Change vs previous 13F +3,303 shares

    0.73% of the 13F portfolio, value $1,403,884.

    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 71,771 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $1,368,673.

    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).