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Lakeridge Wealth Management LLC: IYW position timeline

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

Lakeridge Wealth Management LLC held 4,323 IYW 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 4,323 shares
    Change vs previous 13F -11,655 shares

    0.4% of the 13F portfolio, value $1,090,483.

    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 15,978 shares
    Change vs previous 13F +71 shares

    1.25% of the 13F portfolio, value $2,898,669.

    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 15,907 shares
    Change vs previous 13F -1,488 shares

    1.44% of the 13F portfolio, value $3,176,275.

    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 17,395 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $3,407,080.

    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).