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Lakeridge Wealth Management LLC: ISTB position timeline

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

Lakeridge Wealth Management LLC held 318,545 ISTB 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 318,545 shares
    Change vs previous 13F +73,329 shares

    5.64% of the 13F portfolio, value $15,369,804.

    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 245,216 shares
    Change vs previous 13F +34,704 shares

    5.11% of the 13F portfolio, value $11,883,190.

    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 210,512 shares
    Change vs previous 13F +66 shares

    4.66% of the 13F portfolio, value $10,262,453.

    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 210,446 shares
    Change vs previous 13F +357 shares

    4.57% of the 13F portfolio, value $10,278,167.

    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 210,089 shares
    Change vs previous 13F +4,022 shares

    4.7% of the 13F portfolio, value $10,220,834.

    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 206,067 shares
    Change vs previous 13F +13,053 shares

    4.98% of the 13F portfolio, value $9,963,348.

    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 193,014 shares
    Change vs previous 13F +75,684 shares

    4.76% of the 13F portfolio, value $9,220,296.

    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 117,330 shares
    Change vs previous 13F not available

    3.14% of the 13F portfolio, value $5,711,642.

    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).