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Lakeridge Wealth Management LLC: FYX position timeline

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

Lakeridge Wealth Management LLC held 15,072 FYX 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 15,072 shares
    Change vs previous 13F -2,164 shares

    0.8% of the 13F portfolio, value $2,174,863.

    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 17,236 shares
    Change vs previous 13F +265 shares

    0.88% of the 13F portfolio, value $2,057,248.

    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 16,971 shares
    Change vs previous 13F -26,907 shares

    0.87% of the 13F portfolio, value $1,920,111.

    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 43,878 shares
    Change vs previous 13F -8,343 shares

    2.13% of the 13F portfolio, value $4,781,924.

    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 52,221 shares
    Change vs previous 13F +40,837 shares

    2.34% of the 13F portfolio, value $5,080,098.

    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 11,384 shares
    Change vs previous 13F +635 shares

    0.51% of the 13F portfolio, value $1,025,602.

    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 10,749 shares
    Change vs previous 13F +188 shares

    0.56% of the 13F portfolio, value $1,086,313.

    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 10,561 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,051,087.

    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).