Lakeridge Wealth Management LLC: IVV position timeline

Lakeridge Wealth Management LLC held 11,656 IVV 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 11,656 shares

   Change vs previous 13F +178 shares

   3.2% of the 13F portfolio, value $8,729,366.

   13F-HR 0001951757-26-000993 filed by Lakeridge Wealth Management LLC
   Filed 2026-07-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 11,478 shares

   Change vs previous 13F +115 shares

   3.22% of the 13F portfolio, value $7,497,806.

   13F-HR 0001951757-26-000537 filed by Lakeridge Wealth Management LLC
   Filed 2026-04-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 11,363 shares

   Change vs previous 13F +21 shares

   3.54% of the 13F portfolio, value $7,783,257.

   13F-HR 0001951757-26-000015 filed by Lakeridge Wealth Management LLC
   Filed 2026-01-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 11,342 shares

   Change vs previous 13F +299 shares

   3.37% of the 13F portfolio, value $7,591,227.

   13F-HR 0001951757-25-001153 filed by Lakeridge Wealth Management LLC
   Filed 2025-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 11,043 shares

   Change vs previous 13F +520 shares

   3.15% of the 13F portfolio, value $6,856,830.

   13F-HR 0001951757-25-001046 filed by Lakeridge Wealth Management LLC
   Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 10,523 shares

   Change vs previous 13F +181 shares

   2.96% of the 13F portfolio, value $5,912,823.

   13F-HR 0001951757-25-000380 filed by Lakeridge Wealth Management LLC
   Filed 2025-04-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 10,342 shares

   Change vs previous 13F +430 shares

   3.15% of the 13F portfolio, value $6,088,102.

   13F-HR 0001951757-25-000157 filed by Lakeridge Wealth Management LLC
   Filed 2025-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 9,912 shares

   Change vs previous 13F not available

   3.14% of the 13F portfolio, value $5,717,555.

   13F-HR 0001951757-24-000981 filed by Lakeridge Wealth Management LLC
   Filed 2024-10-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).