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Lakeridge Wealth Management LLC: IXUS position timeline

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

Lakeridge Wealth Management LLC held 33,162 IXUS 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 33,162 shares
    Change vs previous 13F +2,383 shares

    1.16% of the 13F portfolio, value $3,165,012.

    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 30,779 shares
    Change vs previous 13F +4,451 shares

    1.15% of the 13F portfolio, value $2,666,715.

    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 26,328 shares
    Change vs previous 13F +3,995 shares

    1.01% of the 13F portfolio, value $2,228,368.

    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 22,333 shares
    Change vs previous 13F -214 shares

    0.82% of the 13F portfolio, value $1,844,248.

    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 22,547 shares
    Change vs previous 13F +1,989 shares

    0.8% of the 13F portfolio, value $1,743,129.

    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 20,558 shares
    Change vs previous 13F +2,782 shares

    0.72% of the 13F portfolio, value $1,435,161.

    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 17,776 shares
    Change vs previous 13F +2,108 shares

    0.61% of the 13F portfolio, value $1,175,711.

    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 15,668 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $1,137,936.

    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).