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Lakeridge Wealth Management LLC: IDEV position timeline

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

Lakeridge Wealth Management LLC held 39,228 IDEV 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 39,228 shares
    Change vs previous 13F +1,858 shares

    1.28% of the 13F portfolio, value $3,491,659.

    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 37,370 shares
    Change vs previous 13F +3,937 shares

    1.34% of the 13F portfolio, value $3,122,992.

    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 33,433 shares
    Change vs previous 13F +2,035 shares

    1.25% of the 13F portfolio, value $2,757,547.

    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 31,398 shares
    Change vs previous 13F +138 shares

    1.12% of the 13F portfolio, value $2,517,145.

    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 31,260 shares
    Change vs previous 13F +759 shares

    1.09% of the 13F portfolio, value $2,377,004.

    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 30,501 shares
    Change vs previous 13F +1,233 shares

    1.05% of the 13F portfolio, value $2,101,193.

    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 29,268 shares
    Change vs previous 13F +1,049 shares

    0.97% of the 13F portfolio, value $1,886,888.

    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 28,219 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $1,998,764.

    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).