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Lakeridge Wealth Management LLC: IVE position timeline

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

Lakeridge Wealth Management LLC held 6,725 IVE 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 6,725 shares
    Change vs previous 13F +26 shares

    0.56% of the 13F portfolio, value $1,526,872.

    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 6,699 shares
    Change vs previous 13F +161 shares

    0.61% of the 13F portfolio, value $1,414,574.

    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 6,538 shares
    Change vs previous 13F +153 shares

    0.63% of the 13F portfolio, value $1,386,595.

    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 6,385 shares
    Change vs previous 13F +19 shares

    0.59% of the 13F portfolio, value $1,318,472.

    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 6,366 shares
    Change vs previous 13F -244 shares

    0.57% of the 13F portfolio, value $1,244,037.

    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 6,610 shares
    Change vs previous 13F -54 shares

    0.63% of the 13F portfolio, value $1,259,771.

    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 6,664 shares
    Change vs previous 13F +326 shares

    0.66% of the 13F portfolio, value $1,272,090.

    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 6,338 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,249,677.

    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).